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 COB-15)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF MARTIN ANNA B
DATE OF DEATH 09-26-2013
FILE NUMBER 21 13-1054
COUNTY CUMBERLAND
BRINSER GERALD i ACN 101
6 E MAIN STREET APPEAL DATE: 09-05-2014
PO BOX 323 (See reverse side under Objections)
PALMYRA PA 17078-0323 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTIN ANNA BFILE NO. :21 13-1054 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 320,834.32 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) 289,534.05
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 35,427.95
S. Total Assets (8) 645,796.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 37.428.82
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9,413.88
11. Total Deductions (11) 46,842.70
12. Net Value of Tax Return (12) 598,953.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 28. 176.30
14. Net Value of Estate Subject to Tax (14) 570,777.32
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 (15) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) rAR.777-A2 X 045 = 25,594.98
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = ,. . 00
18. Amount of Line 14 taxable at collateral rate (18) 2,000. 00 X 1 _ - 300. 0 7
19. Principal Tax Due 25,89 CT-9:
TAX CREDITS: FTT�� �
M `-" r'- G -L
PAYMENT RECEIPT DISCOUNT (+) IT ( -
_ r. -
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID � T
12-21-2013 CDO18558 1 ,250.00 23,750. 00
02-26-2014 CDO18823 .00 894.9
D - : PV r� rn
C)
TOTAL TAX PAYMENT 25,894.98
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. \�