HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - ' REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF WEINSTEIN ROBERT J
DATE OF DEATH 12-06-2013
FILE NUMBER 21 13-1310
COUNTY CUMBERLAND
FLOWER THOMAS E
10 W HIGH ST ACN APPEAL DATE: 07-25-2014
CARLISLE PA 17013-2922 (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 F
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEINSTEIN ROBERT JFILE NO. :21 13-1310 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (lJ •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3, 109,629.95 credit to your account,
3. Closely Held Stock/Partne rs nip Interest (Schedule C) (3) .00 submit the upper Portion
this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 93,903.05
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) •00
B. Total Assets (8) 3,203,533,00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 251 ,611 .83
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,365. 09
11. Total Deductions (II) 253,976.92
12- Net Value of Tax Return C12J 2,949,556. 08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2,889,556.08
14. Net Value of Estate Subject to Tax (14) 60,000 .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 (157 •00 X 00 = —00
16. Amount of Line 14 taxable at lineal rate (16) - nn 045 = s ^� IT700
17. Amount of Line 14 at sibling rate (17) - nn >—
Xm 1% _ ::3 <7.> c400
18. Amount of Line 14 taxable at collateral rate (18) 60,000. 00 >r 157 = -c9,�8 ,00
19. Principal Tax Due :'D �'9);=- W 9,,4100n000
TAX CREDITS:
+ ii v v
O O
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID ,J x -'p -r9 -n
DATE NUMBER INTEREST/PEN PAID C-0 n O
02-10-2014 CDO18756 450. 00 8,550.0- �• =. n
A tV r f(T
r
-+ o
ys � � �
TOTAL TAX PAYMENT 9,000.00
BALANCE OF TAX DUE . 00
INTEREST AND PEN. . DO
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. I,VTV1/'