HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE D EPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF LONG MICHAEL P
DATE OF DEATH 02-19-2013
FILE NUMBER 21 13-0330
SHEELY ESQ ANDREW C COUNTY CUMBERLAND
127 SOUTH MARKET ST ACN APPEAL DATE: 05-23-2014
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 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 4---
_______ ________
REV-1547 EX AFP -
(08 13) NOTICE OF INHERITANCE TAX APPRAISEMENT,_ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LONG MICHAEL PFILE NO. :21 13-0330 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 631 ,800.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portio,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 115,345.48
6. Jointly Owned Property (Schedule F) (6) 623. 16
7. Transfers (Schedule G) (7) 7,129.74
B. Total Assets (8) 754.898.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19.148.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 571 .096.21
11. Total Deductions (11) 590,244.93
12. Net Value of Tax Return (12) 164,653.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 164,653.45
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: ry
0
15. Amount of Line 14 at spousal rake (15) 100,891 .60 7(CBO
16. Amount of Line 14 taxable at lineal rate (16) AA-741 -RA X l45)= ,B 8
9
17. Amount of Line 14 at sibling rate (17) -00 X CF2-a= fn 0 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X 7b .µ
5 �- ,�� , 0
19. Principal Tax Due f"(122 X28
I> (1) y
TAX CREDITS: F'2,SL5QS
7 p O
PAYMENT RECEIPT DISCOUNT (+) O AMOUNT PAID =D -n -n
n T -n
DATE NUMBER INTEREST/PEN PAID (-7 �
11-19-2013 CD018422 .00 2,869.28 M
D ~ fJ) '*Y
CD
TOTAL TAX PAYMENT 2,869.28
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 e�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \�