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HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX , pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (08-I3) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 03-24-2014 ESTATE OF METRO JOSEPH M DATE OF DEATH 09-06-2013 FILE NUMBER 21 13-1106 TRIMMER VICKY A COUNTY CUMBERLAND ACN 101 PO BOX 659 APPEAL DATE: 05-23-2014 MECHANICSBURG PA 17055 (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 4- REV-1547 EX AFP (08-13)_ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: METRO JOSEPH MFILE NO. :21 13-1106 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) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 84,906.00 credit to your account, submit the upper portion 3. Closely Hold Stock/Partnership Interest (Schedule C) (3) .00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 S. Total Assets (8) 84.906. 00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO). .00 11. Total Deductions (11) .00 12. Net Value of Tax Return (12) 84,906. 00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00 14. Net Value of Estate Subject to Tax (14) 84,906. 00 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) 84,906.00 XG�00 = o rry0 16. Amount of Line 14 taxable at lineal rate (16) no xCt�45 = ;..00 17. Amount of Line 14 at sibling rate (17) no X 2A= 3 G7 SU O 18. Amount of Line 14 taxable at collateral rate (18) .00 X f�5=A go 19. Principal Tax Due Q =r- N IT: go D Z 1-'_.)_-� TAX CREDITS: O PAYMENT RECEIPT DISCOUNT (+) O AMOUNT PAID C� O 'TI �, DATE NUMBER INTEREST/PEN PAID (J o r- m > w n w 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 CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.