HomeMy WebLinkAbout05-20-14 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 IX AFP (OS-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF ERICKSON C E
DATE OF DEATH 02-06-2008
FILE NUMBER 21 13-1197
COUNTY CUMBERLAND
HATCH ESQ CRAIG A ACN 101
2109 MARKET ST APPEAL DATE: 07-18-2014
CAMP HILL PA 17011-4723 (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 ---- 1 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4---
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ERICKSON C EFILE NO. :21 13-1197 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: C 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 count,
00 submit
ohe upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of thi -form,44M your
4. Mortgages/Notes Receivable (Schedule D) (4) "�°� Otax Payment n
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 18,700 .M 4') q
. 00011
6. Jointly Owned Property (Schedule F) (6) O
7. Transfers (Schedule G) (7) •UQ n r tV !Ti �T1
wm o ;ao
8. Total Assets !8)(n = 18,Z00.&0
APPROVED DEDUCTIONS AND EXEMPTIONS: k_:� G") p -0 -� T
i rI
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)_ 1173.4 - T „ n
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •00 � r\) r M 11. Total Deductions (;3) , in-I 0
12. Net Value of Tax Return (12) ,526.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 17,526.50
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) 17,526.50 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) RN X 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due C19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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.