HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Y \\' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF ALTLAND LOUISE D
DATE OF DEATH 05-10-2013
FILE NUMBER 21 13-0609
COUNTY CUMBERLAND
STONE ESQ DAVID H ACN 101
414 BRIDGE ST APPEAL DATE: 08-08-2014
NEW CUMBERLAND PA 17070-1927 (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--4
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALTLAND LOUISE DFILE NO. :21 13-0609 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( )-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) 416,147.45 credit to your account,
.00 submit the upper portion
3. 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) 313,878.55
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 220,510.37
S. Total Assets (8) 950 .536.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 82.426.65
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 20,386.84
11. Total Deductions (1)) 102,813.49
12. Net Value of Tax Return (12) 847,722.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 11 .000 .00
14. Net Value of Estate Subject to Tax (14) 836,722.88
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 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) -DD X 045 = .00
17. Amount of Line 14 at sibling rate (17) 19x..404. 17 X 12 = 23,448.50
18. Amount of Line 14 taxable at collateral rate (18) 641 ,318.71 X 15 = 9� 6,� 19.81
19. Principal Tax Due n(19)= n9,646=31
3�t�
TAX CREDITS: *T
C.
PAYMENT RECEIPT DISCOUNT (+) C rJ
AMOUNT PAID C;1 C
DATE NUMBER INTEREST/PEN PAID (-)
._1 CJ
08-07-2013 CDO17991 110. 16 2,093. OrU: ?, Y� (,y 01
08-07-2013 CD017992 1,573.68 29,900.0.0. -- - cD 73 d
08-07-2013 CDO17993 4,298.48 107,000.60:
"T7
o -n
TOTAL TAX PAYMENT .� 1r",975.52
BALANCE OF TAX D11E ,3 9.4llCR
INTEREST AND PEN. .00
TOTAL DUE 25,329. 01CR
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.