HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX ' pennsytvama
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF TAX INDIVIDUAL OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (08-13)
PO BOX 280602
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF ERICKSON VIVIAN L
DATE OF DEATH 07-07-2013
FILE NUMBER 21 13-0839
HATCH ESQ CRAIG A COUNTY CUMBERLAND
ACN 101
STE 100 APPEAL DATE: 08-08-2014
1013 MUMMA RD (See reverse side under Objections)
LEMOYNE PA 17043-1144 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS 4-
________________________ ___-____--___--________________
REV-1547 EX AFP C08-13} NOTICE OF INHERITANCE TAX ApPRAZSEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ERICKSON VIVIAN LFILE NO. :21 13-0839 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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion 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) 62,230.38
6. Jointly Owned Property (Schedule F) (6) 32,399.79
7. Transfers (Schedule G) (7) 261 ,558.60
8. Total Assets <8) 356.188.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)1 ,418.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,434.89
11. Total Deductions (11) 23,853.61
12. Net Value of Tax Return (12) 332,335.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subiect to Tax (14) 332,335. 16
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 WO
16. Amount of Line 14 taxable at lineal rate (16) 332-A_ic;. 14 X r,57;: 4:,95'5�.
17. Amount of Line 14 at sibling rate (17) no X 112 Z
18. Amount of Line 14 taxable at collateral rate (18) .00 X l•5 ,
19. Principal Tax Due =(iIf 1 ,95.5'`,''$
TAX CREDITS:
-TI
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-) G3 L-
10-04-201 CDO18211 736.84 14,000.00 i ry
01-31-2014 CDO18724 .00 218.2fi,, .� co o
CD n
TOTAL TAX PAYMENT 14,955. 08
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.