HomeMy WebLinkAbout07-07-14 NOTICE OF INHERITANCE TAX [' pennsylvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
,BEAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFT (aB-13)
1 ERITANCE TAX DIVISION
b BOX 280601
RRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF MENTZER LEE W
DATE OF DEATH 07-12-2012
FILE NUMBER 21 12-0816
/ COUNTY CUMBERLAND
DOUGLAS III ESQGEORGE F ACN 101
354 ALEXANDER SPRING RD APPEAL DATE: 09-05-2014
CARLISLE PA 17015-7451 (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-
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REY-I547 EX AFP (08-131 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MENTZER LEE WFILE NO. :21 12-0816 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 201,300. 00 NOTE: To ensure proper
2. Stocks and Bonds (SChoduie B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) .00
6. Jointly Owned Property (Schedule F) (6) 339.52
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 201 .639.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 15,907.90.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .D0
11. Total Deductions (11) 15,907.90
12. Net Value of Tax Return (12} 185s 731.62
13. Charitable/Governmental Bequests; Non-olected 9113 Trusts (Schedule J) (I CT7 $ • Ogm
RC
D
14. Net Value of Estate Subiect to Tax 731-rt
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1F;;## Or T9 wiTZps
reflect figures that include the total of all returns assessed $o-�Aate.
ASSESSMENT OF TAX: Cp��,_.
15. Amount of Line 14 at spousal rate (15) .00 X C .DSL
RF,.731 .47
ib. Amount of Line 14 taxable at lineal rate t167 i X is -8,357=.�9O3
17. Amount of Line 14 at sibling rate (17) On X 1'.'s'T �
18. Amount of Line 14 taxable at Collateral rate (18) .00 X 15
19. Principal Tax Due C19)= ,8,357.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-10-2012 CDO16617 417.90 8,300.00
TOTAL TAX PAYMENT 8,717.90
BALANCE OF TAX DUE 359.98CR
INTEREST AND PEN. .00
TOTAL DUE 359.98CR
• 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. 3`