HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX pennsylvama
BUREAU OF INDIVIDUAL iaXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX ARP (08-13)
PO BOX 280601 _
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF MASEMER WILLIAM E
DATE OF DEATH 09-14-2013
FILE NUMBER 21 13-1059
COUNTY CUMBERLAND
ZULLINGER JOEL R ACN 101
STE 200 APPEAL DATE: 05-23-2014
14 N MAIN ST (See reverse side under Objections)
CHAMBERSBURG PA 17201-1814 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 (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MASEMER WILLIAM EFILE NO. :21 13-1059 ACN: 101 DATE: 03-24-2014
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,
.
3. Closely Hold Stock/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) 133,020.27
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 51,956. 06
8. Total Assets (8) 184,976.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22,611 . 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 22,611 .00
12. Net Value of Tax Return C12) 162,365.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 162,365.33
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) 110 .609-97 X 045C5 " 4,W8.42
17. Amount of Line 14 at sibling rate C17) -nn X 12 C..-J^2�. 1TT
18. Amount of Line 14 taxable at collateral rate (18) 51,956.06 X 15 ��M3.47D 0
19. Principal Tax Due (1901 - Cal 2M1 .8f9
TAX CREDITS: - r- rTt N rr1 m
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) � '1
11-13-2013 CDO18399 389.67 7,403:74 p 3 -n
11-13-2013 CDO18400 248.42 4,720.00 F-+ O
m
C') (n o
C.3
TOTAL TAX PAYMENT 12,761 .83
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.
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