HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE i \\'' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL razes OF DEDUCTIONS AND ASSESSMENT OF TAX [mil
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF HARRIS SIDNEY 0
DATE OF DEATH 12-28-2012
FILE NUMBER 21 13-1005
COUNTY CUMBERLAND
HARRIS PHILIP W ACN 101
143 PLYMOUTH RD APPEAL DATE: 05-09-2014
PLYMOUTH MEETING PA 19462-1407 (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 +—REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARRIS SIDNEY OFILE NO. :21 13-1005 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) Cl) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
00 submit the upper portio,
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/Mist. Personal Property (Schedule E) (5) 51 ,406.37
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 51 .406.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 3.296.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .544.46
11. Total Deductions (11) 4,841 . 16
12. Net Value of Tax Return (12) 46,565.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 .000.00
14. Net Value of Estate Subject to Tax (14) 45,565.21
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) 4F.ri6F-J1 X 045 = 2,050.43
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
N
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 151
19. Principal Tax Due ('},_9}1 ��050 7'-- 4,3—,
TAX CREDITS: �Ll)
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
C , O —n
N '"n
INTEREST IS CHARGED THROUGH 03-25-2014 TOTAL TAX PAYMENT , 00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,050.43
REVERSE SIDE OF THIS FORM JINTEREST AND PEN. 29.93
TOTAL DUE 2,080.36
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.