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 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF SANTOS JR CASS F
DATE OF DEATH 02-25-2013
FILE NUMBER 21 13-1218
COUNTY CUMBERLAND
SANTOS STEVAN F ACN 101
814 BERNE CT APPEAL DATE: 07-18-2014
HUMMELSTOWN PA 17036-8550 (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 4-
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REV-1547 EX AFP (OS-13J NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SANTOS JR CASS FFILE NO. :21 13-1218 ACN: 101 DATE: 05-19-2014
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,.'p('oper
2. Stocks and Bonds (Schedule B) C2) . 00 creditr-tq your $£count,
0R,
sub mit�e u e'R7portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of thissf orm�iF� Your
4. Mortgages/Notes Receivable (Schedule 0) (4) .0� of
Paymtjnt.�
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 4.470.8Zn 'fit.) { Cl)
6. Jointly Owned Property (Schedule F) (6) .0 I" CV M
7. Transfers (Schedule G) (7) .00
8. Total Assets S•47_O..Ff2
v
APPROVED DEDUCTIONS AND EXEMPTIONS: n O O :3
.00 I-' n
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 458 c
N f' rn
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 3,414.00-a ...-� X )
11. Total Deductions (I?r F4'1 872.O
12. Net Value of Tax Return C12) 598.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 59193
14. Net Value of Estate Subiect to Tax C14J 538.89
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 (16) 539 (In X 045 = 24.26
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 (19)= 24.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-14-2014 CDO18663 .00 24.26
05-12-2014 SBADJUST .00 . 10
TOTAL TAX PAYMENT 24.26
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
t IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.