HomeMy WebLinkAbout07-21-14 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 07-21-2014
ESTATE OF HOMERICH BRUCE T
DATE OF DEATH 09-22-2013
FILE NUMBER 21 14-0083
COUNTY CUMBERLAND
SHEKLETSKI ESQ GERALD i ACN 101
414 BRIDGE ST APPEAL DATE: 09-19-2014
PO BOX E (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0180 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: HOMERICH BRUCE TFILE NO. :21 14-0083 ACN: 101 DATE: 07-21-2014
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) 2,421 .41 credit to your account,
.00 submit the upper portior
S. Closely Held Stock/Partnership Interest (Schedule L) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) '00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 2,421 .41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.588.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 3,588.42
12. Net Value of Tax Return (12) 1,167. 01-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 1,167. 01-
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) - RD x 045 = .00
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 167 = �'' .00,-,
19. Principal Tax Due � r T.-0 El
m-C7 r. C= �:C_D
TAX CREDITS: I'�
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID ?.4 `"
DATE NUMBER INTEREST/PEN PAID (-)
:H
T
TOTAL TAX PAYMENT . 00
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .QO
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. a