HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 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 06-23-2014
ESTATE OF HESS A A
DATE OF DEATH 08-31-2013
FILE NUMBER 21 13-1014
COUNTY CUMBERLAND
BOGAR JAMES D ACN 101
1 W MAIN ST APPEAL DATE: 08-22-2014
SHIREMANSTOWN PA 17011-6327 (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: HESS A AFILE NO. :21 13-1014 ACN: 101 DATE: 06-23-2014
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) 326,917.65 credit to your account,
. 00 submit the upper portion
S. 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) 132,627.46
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 39,755.33
B. Total Assets (8) 499,300.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 52,816.30
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 52,816.30
12. Net Value of Tax Return (12) 446,484. 14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J7 (13) .00
14. Net Value of Estate Subject to Tax (14) 446,484. 14
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 assesse�to date s M rn
ASSESSMENT OF TAX: 2p o C c>
15. Amount of Line 14 at spousal rate (15) . 00 7(a C C=00
16. Amount of Line 14 taxable at lineal rate (16) 39.63R-an X-'A457 `1 1 46)42
_J -
17. Amount of Line 14 at sibling rate (17) 16.969. 16 X'."i2_ = ,-,1 ,952'.'0
18. Amount of Line 14 taxable at collateral rate (is) 397,676.69 XY_15° 9 59,65150
19. Principal Tax Due C9(1-9i)= =10 '
TAX CREDITS: n -n n
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID - ,i7 1--+ r-" R1
!—• (—
DATE NUMBER INTEREST/PEN PAID (-) -� O
11-21-2013 CDO18437 3, 118.34 59,248.4 s rn
02-14-2014 CDO18757 .00 701.22
TOTAL TAX PAYMENT 63,068.02
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \`