HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-21-2014
ESTATE OF MARTIN J R
DATE OF DEATH 06-24-2013
FILE NUMBER 21 13-0776
- COUNTY CUMBERLAND
MARTIN JR EXEC VERNON M ACN 101
674 WILLOW WAY APPEAL DATE: 06-20-2014
MECHANICSBURG PA 17055-8427 (See reverse side under Objections)
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 F
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTIN J RFILE NO. :21 13-0776 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 591 ,880.32 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C47 •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 35,618.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 223,992.19
8. Total Assets (8) 851 ,491 .43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,826.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 18,826.77
12. Net Value of Tax Return (12) 832,664.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 223,992. 19
14. Net Value of Estate Subject to Tax (14) 608,672.47
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 C16) 608.679-47 X 045 M,390.26
17. Amount of Line 14 at sibling rate (17) -00 )( @ s M.
18. Amount of Line 14 taxable at collateral rate (18) .00 X in Q
19. Principal Tax Due W9�Ci
TAX CREDITS: rn
m m
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID '
DATE NUMBER INTEREST/PEN PAID C-) T - .�' p (:>
09-23-2013 CDO18175 1 ,369.51 35,000.00 ,i O =C) -71 -n
G-, m ::a Z
o n
r m
r
C.0
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C.0
TOTAL TAX PAYMENT 36,369.51
BALANCE OF TAX DUE 8,979.25CR
INTEREST AND PEN. .00
TOTAL DUE 8,979.25CR
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. \\„„{�