HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX p41111S�ilV8111
BUREAU of INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-14-2014
ESTATE OF HUCK MARTHA E
DATE OF DEATH 10-26-2012
FILE NUMBER 21 12-1328
COUNTY CUMBERLAND
ROGERS ESQ ELYSE E ACN 101
STE 400 APPEAL DATE: 06-13-2014
635 N 12TH ST (See reverse side under Objections)
LEMOYNE PA 17043-1247 Amount Remitted l ___1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUCK MARTHA EFILE NO. :21 12-1328 ACN: 101 DATE: 04-14-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 147,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 132,079.74 credit to your account,
00 submit the upper portion
S. Closely Held Stook/Partnership Interest (Schedule C) L3J 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) 45,212.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 143,102.02
B. Total Assets (8) .468,294.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 51 ,147.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 8509.04
11. Total Deductions (11) 52,656.58
12. Net Value of Tax Return (12) 415,637.99
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 415,637.99
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 UD = ....00
16. Amount of Line 14 taxable at lineal rate (16) 415,437-99 X145 = —48,53TA1
17. Amount of Lino 14 at sibling rate (17) . n0 Xs'lg = M G'1 c:00
18. Amount of Line 14 taxable at collateral rate (18) .00 x . - . ::a N 0
19. Principal Tax Due 8 71 3^TV1
TAX CREDITS: b
PAYMENT RECEIPT DISCOUNT -n O
AMOUNT PAID C7 ="1 '11
DATE NUMBER INTEREST/PEN PAID (-) 3 '?1
01-24-2013 D017095 935.19 17,950.0,0
07-24-2013 CDO17936 .DO 150 .00 1..... T– It1
TOTAL TAX PAYMENT 19,035.19
BALANCE OF TAX DUE 331.48CR
INTEREST AND PEN. .00
TOTAL DUE 331 .48CR
* 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.