HomeMy WebLinkAbout03-03-14 NOTICE OF INHERITANCE TAX B pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE YE► DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (OS-I3)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-25-2014
ESTATE OF WALTER MICHAEL W
DATE OF DEATH 01-11-2013
FILE NUMBER 21 13-0581
COUNTY CUMBERLAND
RUSSO PETR i ACN 101
STE 203 APPEAL DATE: 04-26-2014
5006 E TRINDLE RD (See reverse side under Objections)
MECHANICSBURG PA 17050-3651 Amount Remitted r--------
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--
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REV-1547 EX AFP fOB-13_1_NOTICE OF INHERITANCE TAX APPRAISEMENT,_ALLOWANCE_OR_______________
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALTER MICHAEL WFILE NO. :21 13-0581 ACN: 101 DATE: 02-25-2014
TAX RETURN WAS: I 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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .DO tax payment.
S. Cash/Bank Doposits/Mist. Personal Property (Schedule E) (5) 10,675.59
6- Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (B) 10,675.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,155.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 48.178. 11
11. Total Deductions (12} 62,333.39
12. Net Value of Tax Return (12) 51,657.80-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sehodule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 51 ,657.80-
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 (is) .00 X 02&':1 49
16. Amount of Line 14 taxable at lineal rate (16) . OD X a,& + e�f1�
17. Amount of Line 14 at sibling rate (17) .nn X
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1
19. Principal Tax Duo
TAX CREDITS: 0
PAYMENT RECEIPT DISCOUNT (+) �7 —
h
DATE NUMBER INTEREST/PEN PAID (^) AMOUNT PAID ,-.y !V �.....ce>CD
F
O
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 100
INTEREST AND PEN. . 00
TOTAL DUE . 00
X 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.