HomeMy WebLinkAbout04-07-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF TAN DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX TU
REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA I7I28.0601
DATE 04-07-2014
ESTATE OF WAY ROBERT E
DATE OF DEATH 01-01-2012
FILE NUMBER 21 12-0390
F COUNTY CUMBERLAND
FISHER JESSICA L
ACN 101
STE C100 APPEAL DATE: 06-06-2014
555 GETTYSBURG PIKE (See reverseside under Objections)
MECHANICSBURG PA 17055-5204 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --) RETAIN LOWER PORTION FOR YOUR RECORDS E+
REV-1547 EX AFP CO8-13)_NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAY ROBERT EFILE NO. :21 12-0390 ACN: 101 DATE: 04-07-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 o
1. Real Estate (Schedule A) C17 � NDTE:-Go ¢ d'4l proper
2. Stocks and Bonds (Schedule B) (2) .2 credi-toto ltitc�bccount,
-6
3. Closely Held Stock/Partnership Interest (Schedule C} (3) •.ft sub thW ha•talr portion
_ mi h2� foA9.v&h your
4. Mortgages/Notes Receivable (Schedule D) (4) (Pax paymenE� rn
rn
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3x500.•0,0 :Z �1
6. Jointly Owned Property (Schedule F) (6) - 1 O
7. Transfers (Schedule G) (7) 'LO
B. Total Assets .9 . . 3, 0
APPROVED DEDUCTIONS AND EXEMPTIONS: -0 N � C)
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) AN Co �
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- .00
11. Total Deductions C11) .00
12. Net Value of Tax Return (12) 31500.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 40,798.36
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) 4(l.748-36 X 045 = 1 ,835.93
17. Amount of Line 14 at sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19>= 1,835.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-30-2012 CDO15773 85.65 1,627.40
03-04-2013 REFUND .00 32.89-
11-19-2013 C0018423 4.87- 162.84
TOTAL TAX PAYMENT 11838. 13
BALANCE OF TAX DUE 2.20CR
INTEREST AND PEN. .00
TOTAL DUE 2.20CR
A 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.