HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV_1x47 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-30-2014
ESTATE OF HANLON PAUL C
DATE OF DEATH 05-25-2013
FILE NUMBER 21 13-0639
WALTERS III MURREL COUNTY CUMBERLAND
ACN 101
WALTERS & GALLOWAY PLLC APPEAL DATE: 08-29-2014
54 E MAIN ST (See reverse side under Objections)
MECHANICSBURG PA 17055-3851 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP C08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HANLON PAUL CFILE NO. :21 13-0639 ACN: 101 DATE: 06-30-2014
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 portio,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) 238,438.57
6. Jointly Owned Property (Schedule F) (6) 86,950 .00
7. Transfers (Schedule G) (7) 239,676.86
8. Total Assets (8) 565.065.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,801 .50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 97.744.02
11. Total Deductions (11) 108,545.52
12. Net Value of Tax Return (12) ,456,519.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) x-413) 71 00
14. Net Value of Estate Subject to Tax �C14T 456:5183 91
- 70 C _ p
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17PISi aid/C= 19—
reflect figures that include the total of all returns assess e.d� o rdata.� m
ASSESSMENT OF TAX: r T- rn O ) o
15. Amount of Line 14 at spousal rate (15) •00 r�Q0 0
16. Amount of Line 14 taxable at lineal rate (16) 4 r.0;.g19 .91 7f- 04"5 ;, �0,543±40
17. Amount of Line 14 at sibling rate (17) - n0 )911��— ea00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1 71,
19. Principal Tax Due -O(�)= _J20, 0
TAX CREDITS:
r
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-7 AMOUNT PAID
08-21-2013 CD018049 1 ,000 . 00 19,000 . 00
02-20-2014 CDO18781 .00 593.40
TOTAL TAX PAYMENT 20,593740
BALANCE OF TAX DUE 50.000R
INTEREST AND PEN. . 00
TOTAL DUE 50 . DOCR
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.