HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX i-- pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX D1VISION OF DEDUCTIONS AND ASSESSMENT OF TAX IX ARE f88-13I
P8 BOX 280601
HARRISBURG PA 17128-0681
DATE 06-09-2014
ESTATE OF LONG KENNETH W
DATE OF DEATH 11-26-2013
FILE NUMBER 21 13-1328
COUNTY CUMBERLAND
OBRIEN ESQ ROBERT L ACN 101
19 W SOUTH ST APPEAL DATE: 08-08-2014
CARLISLE PA 17013-3445 (See reverse side under Objections)
Amount Remitted' — -T�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --Y RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REY-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LONG KENNETH WFILE NO. :21 13-1328 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: OO 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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) DO submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax Payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 390,285.31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) •00
8. Total Assets (8) 390,285.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Casts/Mist. Expenses (Schedule H) (g) 3,125.7,1„
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) on
11. Total Deductions (11) 3,125.71
12. Nat Value of Tax Return (12) 387,159.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) • 00
14. Net Value of Estate Subject to Tax (14) 387,159.60
N
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, " and/or;_C�19 W41W
reflect figures that include the total of all returns assessed9„Ya'_�date s rn
ASSESSMENT OF TAX: A, =T) c !'? o
15. Amount of Line 14 at spousal rate (15) .00 X 100-,__U�j Z f.}x0
16. Amount of Lino 14 taxable at lineal rate (16) iR7-ir9-6n X 45'=(^ 17,421:-1iB
17. Amount of Line 14 at sibling rate (17) - nn X e12 U>===
18. Amount of Line 14 taxable at collateral rate (18) . OD X d)5C)_ T Z?7. = .D
19. Principal Tax Due jl$�=-r
C
TAX CREDITS:
a N Ri
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID S uj ED
DATE NUMBER INTEREST/PEN PAID C-) C.0 -x1
02-07-2014 CDO18738 871.11 16,551.07
TOTAL TAX PAYMENT 17,422. 18
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. �,\{�