HomeMy WebLinkAbout04-07-14 NOTICE OF INHERITANCE TAX M pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (08-13)
PD Box 280601
HARRISBURG PA 17128-0601
DATE 03-31-2014
ESTATE OF LOGAN JOHN B
DATE OF DEATH 05.22-2013
FILE NUMBER 21 13-0636
COUNTY CUMBERLAND
SCHIFFMAN ESQ STEVEN J ACN 101
STE 201 APPEAL DATE: 05-30-2014
2080 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9670 Amount Remittedl —_1
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 t--
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REV-1547 EX AFP C08-13? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOGAN JOHN BFILE NO. :21 13-0636 ACN: 101 DATE: 03-31-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED f 3 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 87,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
101 ,397.00 credit to your account,
00 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) {3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) C5) 66,337. 00
6. Jointly Owned Property (Schedule F} (6) .00
7. Transfers (Schedule G) (7) 2,818,904.00
S. Total Assets (8) 3.074.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule N) (9) 32,480.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 29,143. 00
11. Total Deductions (11) 61,623.00
12. Net Value of Tax Return (12) 3,012,515.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 3,012,515.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or2J 9 will
reflect figures that include the total of all returns assesse0o date.".c rn
ASSESSMENT OF TAX: Itt �0
c7 0
15. Amount of Line 14 at spousal rate (15) .00 X COrO-O=
16. Amount of Line 14 taxable at lineal rata C16} 3-fl17.F1 s.nn Xj1 n 135,5 En9D
17. Amount of Line 14 at sibling rate C17) -DO X (r2==M -.I Mo
18. Amount of Line 14 taxable at collateral rate C18) .00 X a5(' t' t- `-. 60
19, Principal Tax Due 414'j=0 LM,5-6-3:DO
TAX CREDITS: t7
O C= C7
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID F-+ r rn
DATE NUMBER INTEREST/PEN PAID C-) -SO rV CCn Q
08-19-2013 CDO18036 6,778.15 131,152.9 CL} '»
TOTAL TAX PAYMENT 137,931 . 14
BALANCE OF TAX DUE 2,368.14CR
INTEREST AND PEN. .00
TOTAL DUE 2,368. 14CR
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. `