HomeMy WebLinkAbout07-07-14 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 07-07-2014
ESTATE OF PORTERFIELD GEORGE H
DATE OF DEATH 06-23-2013
FILE NUMBER 21 13-1015
COUNTY CUMBERLAND
LIOTUS DEBORAH A ACN 101
STE 10085 APPEAL DATE: 09-05-2014
564 FORBES AVE (See reverse side under Objections)
PITTSBURGH PA 15219-2908 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 F
REV 1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PORTERFIELD GEORGE HFILE NO. :21 13-1015 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: C 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,
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/Misc. Personal Property (Schedule E) (5) 247,415.60
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 247.415.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8.601 .56
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 536.36
11. Total Deductions (11) 9,137.92
12. Net Value of Tax Return (12) 238,277.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 238,277.68
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:
15. Amount of Line 14 at spousal rate CIS) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) J-AR, -6R X 045 = 10,722.50
17. Amount of Line 14 at sibling rate (17) .00 X 12 - r.� .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 12�
19. Principal Tax Due 101,722-3
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-30-2014 CDO18721 .00 10,722.5 C7? ;
TOTAL TAX PAYMENT 10,722.50
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. \�