HomeMy WebLinkAbout05-30-14 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 COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF ALEXANDER CHARLES S
DATE OF DEATH 06-02-2013
FILE NUMBER 21 13-0726
COUNTY CUMBERLAND
WALTERS III MURREL ACN 101
54 E MAIN ST APPEAL DATE: 07-25-2014
MECHANICSBURG PA 17055-3851 (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 +—
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REV-1547 EX AFP (08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALEXANDER CHARLES SFILE NO. :21 13-0726 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure Proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.DO submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax Payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 98,609.43
6. Jointly Owned Property CSchedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
e. Total Assets (8) 98,609.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,532.43
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22.476.90
11. Total Deductions (11) 37,009.33
12. Net Value of Tax Return (12) 61 ,600. 10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 61,600. 10
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
N
reflect figures that include the total of all returns assessetlC' to date s 'M
ASSESSMENT OF TAX: C__
s an m
15. Amount of Line 14 at spousal rate (15) •00 X 3RD A= = G7 5 0
16. Amount of Line 14 taxable at lineal rate (16) 61 Fnn - In XSU4S)= 2,7(7.2 t0
17. Amount of Line 14 at sibling rate (17) -nn X :12l'T
18. Amount of Line 14 taxable at collateral rake (18) .00 X ,15C--C CD :7J q90
19. Principal Tax Due t�193 ^ ,7712 0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID t7 ~
DATE NUMBER INTEREST/PEN PAID (-) - N (— rn
r— o
08-29-2013 CD018078 136.84 2,600.0 CO -�
01-23-2014 CDO18683 .00 42.0
TOTAL TAX PAYMENT 2,778,84
BALANCE OF TAX DUE 6.84CR
INTEREST AND PEN. .00
TOTAL DUE 6.84CR
+ 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. \�