HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE f/ ��`; DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 41ST_
INHERITANCE TAX DIVISION REV-1547 IX AFP (DS-13)
PO BOX 280601
HARRISBURG PA 17128-1601
DATE 04-21-2014
ESTATE OF ESTEP MARTIN J
DATE OF DEATH 03-10-2013
FILE NUMBER 21 13-0363
COUNTY CUMBERLAND
FISHER JESSICA L ACN 101
STE C1110 APPEAL DATE: 06-20-2014
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 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 +---
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ESTEP MARTIN JFILE NO. :21 13-0363 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS; ( X) ACCEPTED AS FILED C ) 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) .00 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) (4) • 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 272,442.30
6. Jointly Owned Property (Schedule F) (6) 16,038.55
7. Transfers (Schedule G) (7) 40,363.48
B. Total Assets CS) 328,844.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.496.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 514.55
11. Total Deductions (11) 16,011 .33
12. Net Value of Tax Return (12) 312,833.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 312,833.00
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) 81 ,402. 03 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) PAI •Gi0-97 X 045 = 1414.39
17. Amount of Line 14 at sibling rate (17) . 00 X L2 =
18. Amount of Line 14 taxable at collateral rate (18) .00 X 3T, Iin .�0
19. Principal Tax Due W190- ,4 9
m x e o
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) D M N :7u CD
AMOUNT PAID 70
DATE NUMBER INTEREST/PEN PAID (-) 7S O O
12-09-2013 CDO18497 .00 10,414.3 O -*I -71
C7 C -rl TI
r m
n
TOTAL TAX PAYMENT 10,414.39
BALANCE OF TAX DUE .DO
INTEREST AND PEN. .00
TOTAL DUE . DO
• 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. ('�