HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX i[ i pennsylvani.
BUREAU OF INDIVIDUAL TAXES
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 1i�'
OF DEDUCTIONS AND ASSESSMENT OF TAX IX (08-
DEPARTMENT OF RUE
INHERITANCE TAX DIVISION REV-1547 AFP (OB-13)
PO BOX 28060 1 PA
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF HENRY JR PAUL B
DATE OF DEATH 05-18-2013
FILE NUMBER 21 13-0973
COUNTY CUMBERLAND
MASON CPA RODERICK F
ACN 101
246 OAK GROVE CT APPEAL DATE: 05-09-2014
MECHANICSBURG PA 17055-9702 (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 +—
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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: HENRY JR PAUL BFILE NO. :21 13-0973 ACN: 101 DATE: 03-10-2014
TAX RETURN WAS: ( 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,
.
3. Closely Held Stock/Partnership Interest (Schedule L) (37 00 submit the upper portio of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 4,769.00
7. Transfers (Schedule G) (7) 144,615. 11
S. Total Assets (8) 149,384. 11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (97 11 ,235. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 11 ,235.00
12. Net Value of Tax Return (12) 138,149. 11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 138,149. 11
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) 133,381 .11 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 4.769. nn X 045 = ,.� 214.61
17. Amount of Line 14 at sibling rate (17) - nn X k2� .. n-
18. Amount of Line 14 taxable at collateral rate (18) . 00 X IF—F S
19. Principal Tax Due C3]3Z3 21 61 `
(TT L _
TAX CREDITS: '=-[i
PAYMENT RECEIPT DISCOUNT (+J AMOUNT PAID - [,) C)
DATE NUMBER INTEREST/PEN PAID (-) - -0 ='1 _1
09-11-2013 CDO 18135 .00 214.61
zy w O
N --n
F
TOTAL TAX PAYMENT 214.61
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.