HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX [ __ pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE H ,11'' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX RI( 11
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF SURFIELD ROBERT L
DATE OF DEATH 05-07-2013
FILE NUMBER 21 13-1078
COUNTY CUMBERLAND
HUGHES ESQ JAMES D ACN 101
354 ALEXANDER SPRING RD APPEAL DATE: 05-09-2014
CARLISLE PA 17015-7451 (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 COB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SURFIELD ROBERT LFILE NO. :21 13-1078 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) .DO credit to your account,
.DO 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/Misc. Personal Property (Schedule E) (5) 4,346.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 4,346.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,205.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 27.758.08
11. Total Deductions (11) 28,963.58
12. Net Value of Tax Return (12) 24,617.35-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 24,617.35-
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) - nn X 045 = . 00
17. Amount of Line 14 at sibling rate (17) -nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 0 =
19. Principal Tax Due g�= -w• rn
TAX CREDITS: m-�'j- la ��-'C-0
_ o
PAYMENT RECEIPT DISCOUNT (+) - 1:_'.
AMOUNT PAID r, t n'l
DATE NUMBER INTEREST/PEN PAID (-) (
TOTAL TAX PAYMENT .00
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. \\C