HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL Taxes - -
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF ARTZ EARL F
DATE OF DEATH 03-17-2013
FILE NUMBER 21 13-0375
COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOUSER RD APPEAL DATE: 08-02-2014
MECHANICSBURG PA 17055-9751 (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 (--
_"""-__'-'__ ___________
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ARTZ EARL FFILE NO. :21 13-0375 ACN: 101 DATE: 06-03-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 148,700.00 NOTE: To ensure Proper
2. Stocks and Bonds (Schedule B) (2) 26,351.35 credit to your account,
00 submit the upper Portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 110,468.67
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 10,527.86
S. Total Assets (8) 296.047.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 50 ,001 .87
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.489.42
11. Total Deductions (11) 53,491 .29
12. Net Value of Tax Return (12) 242,556.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax (14) 242,556.59
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 0g _ ^' .00
16. Amount of Line 14 taxable at lineal rate (16) 949.5'.6-9;9 X OAr5 - 1 ,9181Q
17. Amount of Line 14 at sibling rata (17) - 00 X 19 C_
18. Amount of Line 14 taxable at collateral rate C18) .00 X 1-_5 ?` ^
19. Principal Tax Due �S�I�'= (� 10,91 �.A,
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
GATE NUMBER INTEREST/PEN PAID (-) 3 �) T
06-14-2013 CDO17755 250.00 4,750.00
01-21-2014 CDO18682 16. 17- 5,931 .22
05-27-2014 SBADJUST .00 .8 (7 r
L7 (!) O
F �I
TOTAL TAX PAYMENT 10,915.05
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
> 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.