HomeMy WebLinkAbout03-03-14 NOTICE OF INHERITANCE TAX [ pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-25-2014
ESTATE OF WEST MAURICE E
DATE OF DEATH 04-07-2013
FILE NUMBER 21 13-1147
COUNTY CUMBERLAND
WEIGLE ESQ JERRY A ACN 101
126 E KING ST APPEAL DATE: 04-26-2014
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE --1� 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: WEST MAURICE EFILE NO. :21 13-1147 ACN: 101 DATE: 02-25-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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
.
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D7 (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,662. 14
6. Jointly Owned Property (Schedule F) (67 . 00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 2,662. 14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,091 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17,107. 19
11. Total Deductions (11) 27,198. 19
12. Net Value of Tax Return (12) 24,536. 05-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 24,536.05-
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 rake (16) - DD X 0b
17. Amount of Line 14 at sibling rate (17) -00 X
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1M'?,-
c_
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
O
TOTAL TAX PAYMENT , 00
BALANCE OF TAX DUE .00
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 DUES
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.