HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE T DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF MARSH MARLIN L
DATE OF DEATH 11-27-2010
FILE NUMBER 21 11-0068
COUNTY CUMBERLAND
SCHIFFMAN ESQ STEVEN i ACN 101
STE 201 APPEAL DATE: 07-25-2014
2080 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9670 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE_OR_______________
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARSH MARLIN LFILE NO. :21 11-0068 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 130,976.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 442.00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 of this form with your
4. Mortgages/Notes Receivable (Schedule II) (4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,976. 00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets C8) 161 ,394.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 89,517.00
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 882. 00
11. Total Deductions (11) 90,399. 00
12. Net Value of Tax Return (12) 70,995. 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 70,995. 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 assesse(hto date
ASSESSMENT OF TAX: e p -� w I�
15. Amount of Line 14 at spousal rate (15) . 00 X-,a 0.;0 = S80
16. Amount of Line 14 taxable at lineal rate (16) 7n .99F_ nn Xr 94-9 Y-, ffl3, 00
17. Amount of Line 14 at sibling rate (17) - nn Xr-�i Z' E- W ---
18. Amount of Line 14 taxable at collateral rate (18) . 00 XTl E; "7 (� � CA 0
19. Principal Tax Due p(19)6. 3,1951:00
TAX CREDITS: nT -
PAYMENT RECEIPT DISCOUNT (+) 1--+ n
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID (V M
01-15-2014 CDO18659 .00 (D
CC) -n
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-16-2014 TOTAL TAX PAYMENT 3,195.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 228.46
TOTAL DUE 228.46
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. ��