HomeMy WebLinkAbout04-07-14 (3) NOTICE OF INHERITANCE TAX w 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)
PO 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 ACM 101
STE 201 APPEAL DATE: 05-30-2014
2080 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9670 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--
REY-1547 EX AFP C08-133 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: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSChedule A) (1) 87>500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 101,397.00 credit to your account,
3. Closely Hold Stack/Partnership Interest (Schedule CS (8) DB submit the upper portion 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) 66,337.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2,818,904.00
S. Total Assets (e) 3.074,138.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H} (9) 32.480.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10} 29,143.00
)1. Total Deductions (11) 61,623.00
12. Net Value of Tax Return {72} 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, I8 and/o�9 will
reflect figures that include the total of all returns assesse0o date c :;0 1M
ASSESSMENT OF TAX: O M c7
15. Amount of Line 14 at spousal rate (25) .00 X120 �t 0
16. Amount of Line 14 taxable at lineal rate (16) 3.017.R16_nn X %4E:=C�' 135,5T mo
17. Amount of Line 14 at sibling rate (17) .n0 X rr4i: 0
le. Amount of Line 14 taxable at collateral rate (18) .00 X zt.5U: c^� coo
19. Principal Tax Due C2 18'}=O 1,563.a{0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID t� r rn
DATE NUMBER INTEREST/PEN PAID C-) -0 N (n C)
08-19-2013 CDO18036 6,778. 15 131,152.9 C.0
TOTAL TAX PAYMENT 137,931.14
BALANCE OF TAX DUE 2,368.14CR
INTEREST AND PEN. .00
TOTA! OUE 2,368.14CR
f, 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.