HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF RUE
IX (08-
INHERITANCE TAX DIVISION REV-1547 AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF HORN JAMES H
DATE OF DEATH 06-12-2013
FILE NUMBER 21 13-0826
TRIMMER VICKY A COUNTY CUMBERLAND
ACN 101
PERSUN & HEIM PC APPEAL DATE: 09-19-2014
PO BOX 659 (See reverse side under Objections)
MECHANICSBURG PA 17055-0659 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: HORN JAMES HFILE NO. :21 13-0826 ACN: 101 DATE: 07-21-2014
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) 16,957.00 credit to your account,
.
S. Closely Held Stock/Partnership Interest (Schedule C) (3) OD submit the upper portion 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) 18,495.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 20,193.00
8. Total Assets (e) 55.645.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 249.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 249.00
12. Net Value of Tax Return (12) 55,396.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 55,396.00
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) 36,901 .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) IN.69r,_ On X 045 = 832.00
17. Amount of Line 14 at sibling rate (17) . nn X 12")
18. Amount of Line 14 taxable at collateral rate C18) . 00 X 1 �i `17
- C7 19. Principal Tax Due ( _ O_832(:-0Q'-�
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID F-=
DATE NUMBER INTEREST/PEN PAID (-)
09-10-2013 CDO18136 40.89 777.00
03-12-2014 CDO18892 .00 14. 00 - '
07-14-2014 SBADJUST .00 . 11 F`) `� rn
O
co Tt
TOTAL TAX PAYMENT 832.00
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.