HomeMy WebLinkAbout05-13-14 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION (�i���`���{j.�'��.,i-�f���� AND ASSESSMENT OF TAX
�� �, REV-1547 IX AFP C08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 �{',��SY_�� , '� k�E!.4C
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DATE 05-12-2014
;(;�y��� ! 3 ��� 'i; � � ESTATE OF MUSSELMAN JO A
DATE OF DEATH 02-13-2013
FILE NUMBER 21 13-0293
`�` `` ' COUNTY CUMBERLAND
MYERS EDMU��1�y �t.���Fi�
301 MARKET STREET CUM}�ERL.A�ID {�0., PA ACN APPEAL DATE: 07-11-2014
P 0 B OX 10 9 (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP (08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MUSSELMAN JO AFILE N0. :21 13-0293 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) �1� 170,000.00 NOTE: To ensure proper
2. Stocks and Bonds cSchedule B) C2� 54 7,4 04.06 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) �5� 51,524.32
6. Jointly Owned Property CSchedule F) �6� .00
7. Transfers CSchedule G) ��� 621,665.15
s. Total Assets c8) 1 .390.593.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) �9� 4 5.234. 18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 110,265.54
11. Total Deductions C11) 155,499.72
12. Net Value of Tax Return �12� 1,235�093.81
13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) �lg� .00
14. Net Value of Estate Subject to Tax �14� 1,235,093.81
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) � •�;r'•�93_A 7 X 045 = 55,579.22
17. Amount of Line 14 at sibling rate [17) _00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal rax nue �19�= 55,579.22
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-20-2013 CD018560 168.63- 55,747.85
TOTAL TAX PAYMENT 55,579.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE\/�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \�