HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX _.�] pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 1ii�\I�B+ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (08-13}
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF HARVEY SR LARRY E
DATE OF DEATH 04-07-2013
FILE NUMBER 21 13-0675
CONFAZR SUSAN N COUNTY CUMBERLAND
ACN 101
2331 MARKET ST APPEAL DATE: 05-23-2014
CAMP HILL PA 17011 (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 f-
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REY-1547 EX AfP t08-I3) NOTICE OF TNNERZTANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARVEY SR LARRY EFILE NO. :21 13-0675 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 173,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) .00 credit to your account.
3. Closely Held Stack/Partnership Interest (Schedule C) (3) .00 submit the upper Portion
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) 389,491 .03
6. Jointly Owned Property (Schedule F) (6) on
7. Transfers (Schedule G) (7) 511,526.49
8. Total Assets (B) 1 .074,517.5
APPROVED DEDUCTIONS AND EXEMPTIONS:
v
9. Funeral Exponses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 24591-11 0
10. Debts/Mortgage Liabilities/Liens (Schedule 1) [10)_x . .O .-e !ri IT?
tT �s��n
11. Total Value of 1 9,4V543
72. Not Value of Tax Return ZV2 r T�,75 4` 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) r3 M rn
Mo
14. Net Value of Estate Subject to Tax 4Jf) 945 4 49
NOTE: If an assessment was issued previously, Lines 14, 15. 16, 17,c:}t ja i/01319 i4
reflect figures that include the total of all returns assesseP date)-.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate tis) 541,88$.99 *,00 -= f"
0
16. Amount of Line 14 taxable at lineal rate (16) 4n3.13r -rin x 045 == Wi8,141`10
17. Amount of Line 14 at sibling rate (17) on X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 18,141.10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-25-2013 CDO18172 .00 17,552.04
INTEREST IS CHARGED THROUGH 04-08-2014 TOTAL TAX PAYMENT 17,552.04
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5$9,06
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4,40
TOTAL DUE 593.46
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. ``,.
REV-5410 EX(C 10)
r' pennsylvania INHERITANCE TAX
r" DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO BOX 260601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Larry Harvey 2113-0675
REVIEWED BY ACN
Heidi Schultz 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Mathematical error
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