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HomeMy WebLinkAbout03-28-14 (5) NOTICE OF INHERITANCE TAX pennsylvarna APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU of INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-151,7 IX AFP (OS-137 PO BOX 280601 HARRISBURG PA 17128-0601 DATE 03-17-2014 ESTATE OF HORNER RANDALL E DATE OF DEATH 05-20-2013 FILE NUMBER 21 13-0653 COUNTY CUMBERLAND JOHNSON ESQ RONALD E ACN 101 78 W POMFRET ST APPEAL DATE: 05-16-2014 CARLISLE PA 17013-3216 (See reverse side under Objections) Amount Romitted` - —� 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- ----------'-----'-----' --_-----'------------------------------------------------------- REY-1547 EX AFP {08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HORNER RANDALL EFILE NO. :21 13-0653 ACN: 101 DATE: 03-17-2014 TAX RETURN WAS: ( X) ACCEPTED AS FILED { ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 71 ,250.00 NOTE: To ensure proper 2. Stocks and Bonds {Schedule B) Q) .00 credit to your account, 00 submit the upper portion 3. Closely Hold Stock/Partnership Interest (Schedule C) f3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) CS) •00 6. Jointly Owned Property (Schedule F) (6) 7,900.77 7. Transfers (Schedule G) C7) .00 B. Total Assets C8) 79,150 .77 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11 ,286.06. 10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 2,429.75 11. Total Deductions (11) 13,715.81 12. Net Value of Tax Return (12) 65,434.96 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00 14. Not Value of Estate Sub]ect to Tax (14) 65,434.96 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) 65,434.96 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) -nn X 04&>= 17. Amount of Line 14 at sibling rate (17) -nn X 12Z© 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 T�, _ .1 0 ') 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) CJ AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) C c 09-09-2013 CDO18123 .DO 15.42 77 03-10-2014 REFUND .00 15.42- C,;,CD TV TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE ,00 INTEREST AND PEN. .00 TOTAL DUE .00 x 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.