HomeMy WebLinkAbout05-13-14 APPR ISEMENTE ALLOWANCETORCDISALLOWANCE
BUREAU OF INDIVIDU k�7�X�g-�-, �,r�_�{��� � Qnn�
INHERITANCE TAX DIVISI��� ��Tf,,, �;-f`,��DEDUCTIONS AND ASSESSMENT OF TAX p Y��ani�
PO BOX 280601 DEPARTMENT OF REV
HARRISBURG PA 1 7128-0601�� ��{ � � ��J ENUE
�' �'{� '� �`��� ��.''��`�� REV-1547 IX AFP (OS-13)
:'��4 ��Y I3 ��� I�'• I � DATE
05-12-2014
ESTATE OF BLUS7
DATE OF DEATH 12-02-2p12 SANDRq D
`' � FILE NUMBER 21 12-1309
BLUST ZA�1����`�'�� � COUNTY
143 Wq�� M [r�((,��(��{�f�A CUMBERLAND
ACN 101
MECHANICSBURG PA 17050-4145 APPEAL DATE:
07-11-2014
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
RE6ISTER OF WILLS
1 COURTHOUSE SQUARE
CUT ALON6 THIS LINE CARLISLE PA 17013
-�"-""------ y RETAIN LOWER PORTION FOR YOUR RECORDS E...
REV-1547 EX AFP (08-13� NOTICE OF INHERITANCE TAX APPRAISEME N T, A L L O WANC
---------------
DISALLOWANC E O F D E D UCTIONS AND ASSESSMENT OF TAX
E OR
ESTATE OF: BLUST �
SANDRA DFILE N0. :21 12-1309
TAX RETURN WAS: CX) ACCEPTED AS FILED ACN: 101 DATE: OS-12-2014
APPRAISED VALUE OF RETURN BASED ON: ORI6INAL RETURN � � �HANGED
1• Real Estate (Schedule q)
2. Stacks and Bonds CSchedule B) �1� 267�000.00
3. Closel NOTE: To ensure proper
Y Held Stock/Partnershi C2�
4. Mortgages/Notes Receivable CScheduleep� �Schedule C) •00 credit to your account,
C3) ,�� submit the upper portion
5. Cash/Bank Deposits/Misc. C4� .00 of this form with your
Personal Property (Schedule E) tax payment.
6• Jointly Owned Property (Schedule F) �5) 13,139.02
7• Transfers CSchedule �) �6� .00
$• Total Assets �7� .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
ca� --98U.z 9 0?
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9� 0 00
11. Total Deductions C10�— 6_ 5��
12• Net Value of Tax Return
13. Charitable/Governmental Bequests; �11) 31,800.63
14. Net Value of Estate Subject to TaXNon-elected 9113 Trusts (Schedule �� �lZ� 24 8'338•39
C13) 00
NOTE: If an assessment was issued �14� 248 338.39
reflect figures that includeptheltotal �oflall returns 16� 17� 18 and/or 19 will
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate assessed t0 date.
16. Amount of Line 14 taxable at lineal rate �15� •�� X 00 =
1�• Amount of Line 14 at sibling rate �16)— 94R ;;R ;q .00
x 045 = 11,175.23
l8• Amount of Line 14 taxable at collateral rate C17,
19. Principal Tax Due �� X 12 = .00
C18� .00 x 15 =
TAX CREDITS: .00
c19�= 11,175.23
PAYMENT RECEIPT
DATE DISCOUNT (+)
08'�1'2013 NUMBER INTEREST/pEN PAID (-� AMOUNT PAID
CD017966
.00 12,000.00
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 12'000.00
INTEREST AND PEN. 824' ��CR
.00
* IF PqID AFTER DATE INDICATED, SEE REVERSE TO TA L DUE
824.77CR
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.