HomeMy WebLinkAbout03-10-14 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-0547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-03-2014
ESTATE OF VANIER RICHARD M
DATE OF DEATH 07-23-2012
FILE NUMBER 21 12-0885
COUNTY CUMBERLAND
CONFAIR SUSAN H ACN 101
2331 MARKET ST APPEAL DATE: 05-02-2014
CAMP HILL PA 17011-4642 (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 RETAIN LOWER PORTION FOR YOUR RECORDS F
'--"--'---'-------'-------'-- "---------------------------
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VANIER RICHARD MFILE NO. :21 12-0885 ACN: 101 DATE: 03-03-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) Cl) 330,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,080.89
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 43,579. 10
B. Total Assets (8) 402.659.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12.715.63
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 27,506. 12
11, Total Deductions C11) 40,221 .75
12. Net Value of Tax Return C12) 362,438.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 362,438.24
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) AA 2.GAA-264 X 045 = 16,309.72
17. Amount of Line 14 at sibling rate (17) -On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (JLA9- 16 309.72x7
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) b'
AMOUNT PAID r-r C-T .77
DATE NUMBER INTEREST/PEN PAID (-) - t- -:, (�
11-05-2013 CD018367 . 00 8,258.89 (r> O %�
11-05-2013 CDO18368 262.13- 8,325.00 r".';J
02-24-2014 REFUND .00 12.04- C-,
C -05
TOTAL TAX PAYMENT
16,C5:99.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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. \RVVJ)