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-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-30-2014
ESTATE OF HOWIE ROBERT R
DATE OF DEATH 09-26-2013
FILE NUMBER 21 13-1273
COUNTY CUMBERLAND
LONG CPA LISA A ACN 101
301 PENNSYLVANIA AVE APPEAL DATE: 08-29-2014
PO BOX 505 (See reverse side underObjeedons)
AVONDALE PA 19311-0505 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- —► RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-i54? EX AFP C88-13J NOTICE OF 2NHERZTANCE TAX APPRASSEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOWIE ROBERT RFILE NO. :21 13-1273 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) 505,030. 15 credit to your account,
3. Closely Held Stack/Partnership interest (Schedule CJ (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/Mist. Personal Property (Schedule E) (5) 36,160.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) •00
8. Total Assets (8) 541 . 791 .10.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 5,324.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,446.58
11. Total Deductions (11) 17,771.56
12. Not Value of Tax Return (12) 523,419.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 00
14. Not Value of Estate Subject to Tax (14) 523,419.54
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: o
15. Amount of Line 14 at spousal rate (15) .00 00 = "':= ;7I 00
16. Amount of Line 14 taxable at lineal rate (16) (+23.419.64 X'-Of-y = c-2
17. Amount of Line 14 at sibling rate (17) .00 0172 CS . . X100
18. Amount of Line 14 taxable at collateral rate (18) 100 Xj1 r= rn '—'� 1 J 00
_ w .
19. Principal Tax Due +, GY9S= x23,553188
TAX CREDITS: o
PAYMENT RECEIPT DISCOUNT (+) - —n T
AMOUNT PAID O - T
DATE NUMBER INTEREST/PEN PAID (-] _ Q
12-23-2013 CDO18555 1,137.71 21 ,616:45 N. ITI
v v) C3
can T
INTEREST IS CHARGED THROUGH 07-15-2014 TOTAL TAX PAYMENT 22,754. 16
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 799.72
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.25
TOTAL DUE 800.97
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT. YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. `�1{