Loading...
HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX [ ] pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �.�1" DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 06-09-2014 ESTATE OF PUTT GLENN R DATE OF DEATH 05-06-2013 FILE NUMBER 21 13-0602 COUNTY CUMBERLAND ZUCKER ESQ PATRICIA C ACH 101 635 N 12TH ST APPEAL DATE: 08-08-2014 LEMOYNE PA 17043-1225 (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 1 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: PUTT GLENN RFILE NO. :21 13-0602 ACN: 101 DATE: 06-09-2014 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, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule L) (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) 26, 118.45 6. Jointly Owned Property (Schedule F) (6) 57,500.00 7. Transfers (Schedule G) (7) 18,815.03 B. Total Assets (8) 102,433.48 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,725.49 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .804. 19 11. Total Deductions (11) 18,529.68 12. Net Value of Tax Return C12) 83,903.80 13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) . 00 14. Net Value of Estate Subject to Tax (14) 83,903.80 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. ,v ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (15) .00 X (Lp 'L 16. Amount of Line 14 taxable at lineal rate (16) R3.9n3_Rn X ©5 C,7� , 17. Amount of Line 14 at sibling rate (17) no X IT?, Z Z tn•�p1,) 18. Amount of Line 14 taxable at collateral rate (18) .00 X A= 19. Principal Tax Due TAX CREDITS: o PAYMENT RECEIPT DISCOUNT (+) —O AMOUNT PAID —r! DATE NUMBER INTEREST/PEN PAID rn 08-01-2013 CD017968 157.89 3,000.0 N r- 02-04-2014 CDO18730 .00 617.7 r— cr) b co n TOTAL TAX PAYMENT 3,775.67 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 X IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE \\n FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. V