HomeMy WebLinkAbout06-16-14 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT()F REVENGE
INHERITANCE TAX DIVISION REV-1547 EX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-16-2014
ESTATE OF HOSIE JR THOMAS A
DATE OF DEATH 03-16-2013
FILE NUMBER 21 13-0359
COUNTY CUMBERLAND
OSZUSTOWICZ JOHN C ACN 101
104 S HANOVER ST APPEAL DATE: 08-15-2DI4
CARLISLE PA 17013-3420 (See reverse side under Objections)
Amount Remittedi ~ _1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- - -0- RETAIN LOWER PORTION FOR YOUR RECORDS E--
-----'---'------'--- -"--O --'---'--"--'------'--'--`----------`--------------------REV-1547 EX AFP LO @-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE qR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOSIE JR THOMAS AFILE NO. :21 13.0359 ACN: 101 DATE: 06-16-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED t ) 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) 474,385.86 credit to your account.
00 Submit the upper portion
S. Closely Held Stock/Partno rs hip Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •Oa tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 24,295.71
6. Jointly Owned Property (Schedule F) (6) 10,380.00
7. Transfers (Schedule G) (7) 201,000.00
S. Total Assets (8) 710.061.57
APPROVED DEDUCTIONS AND EXEMPTIONS: N
n °
9. Funeral Expenses/Adm- Costs/Misc. Expenses (Schedule H) (9)_ , 34.925.30^ 7J M
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,149.46'1:. amp q
11. Total Deductions (117 f-) 4c,D74.76'
12. Net Value of Tax Return (1211 )mo t-- 664-,98.6t 8:1T
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (I 3j r;,
14. Net Value of Estate Subject to Tax - 59,685=.94
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, cD dvor—I'S� wiiO
reflect figures that include the total of all returns assessed=to�ate.F~,., r- rn
ASSESSMENT OF TAX: -O r-
_2S. Amount of Line 14 at spousal rate (15) •90 X t-0
16. Amount of Line 14 taxable at lineal rate (16) -O0 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) 599,685.99 x 15 = 89,952.90
19, Principal Tax Due (19)= 89,952.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID t-)
06-11-2013 CDO17724 4,497.65 93,000.00
TOTAL TAX PAYMENT 97,497.65
BALANCE OF TAX DUE 7,544.75CR
INTEREST AND PEN. .00
TOTAL DUE 7,544.75CR
+ 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.