HomeMy WebLinkAbout04-25-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX __-
REV
-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-28-2014
ESTATE OF ROBERTS MARY E
DATE OF DEATH 03-07-2013
FILE NUMBER 21 13-0365
H COUNTY CUMBERLAND
ALBRUNER MARK E
ACN 101
GATES HALBRUNER STE 100 APPEAL DATE: 06-27-2014
1013 MUMMA RD (See reverse side under Objections)
LEMOYNE PA 17043-1144 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROBERTS MARY EFILE NO. :21 13-0365 ACN: 101 DATE: 04-28-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
. v
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper pOrtio,of this fl; with yyyr
4. Mortgages/Notes Receivable (Schedule D) (4) • 00ax paymen]-= M m
m
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) C5) . 00 m O C0
6. Jointly Owned Property CSchedule F) (6) .00 to
7. Transfers (Schedule G) (7) 66,992.38 7o n (O-- [Nit m rn
8. Total Assets (e) Z662.3b�
APPROVED DEDUCTIONS AND EXEMPTIONS: �` ^' O
�) 'fl -n 'n
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 12.503.65 (7 O rn T
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 83. 00 O C n
11. Total Deductions (11) 12,,1r�b.pR9 p
12. Net Value of Tax Return (12) S 54,F/'a 5.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 54,405.73
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1;4.4nri-7; X 045 = 2,448.26
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 2,448.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-31-2013 CDO17693 122.41 4,400.00
TOTAL TAX PAYMENT 4,522.41
BALANCE OF TAX DUE 2,074. 15CR
INTEREST AND PEN. .00
TOTAL DUE 2,074. 15CR
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �VS"