HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTION$ AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128.0601
DATE 07-21-2014
ESTATE OF LEGATH MARY B
DATE OF DEATH 01-13-2014
FILE NUMBER 21 14-0262
ANDREEN ES4 ROBERT W COUNTY CUMBERLAND
ACN 101
STE 2B APPEAL DATE: 09-19-2014
1378 FREEPORT RD (See reverse side under Objections)
PITTSBURGH PA 15238-3135 Amount Remitted 1--� -71
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CARLISLE PA 17013
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEGATH MARY BFILE NO. :21 14-0262 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: C 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) .00 credit to your account.
3. Closely Held StockfPartnarship Interact (Schedule C) (3) 00 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) 240.67
6. Jointly Owned Property (Schedule F) (6) 12,570.76
7. Transfers (Schedule G) (7) 318,832. 12
8. Total Assets (8) 331 ,643.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,976.99
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,478.40
11. Total Deductions (11) 8,455.39
12. Net Value of Tax Return (12) 323,188.16
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 323,188. 16
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) 323.I RR- I A X 045 = 14,543.47
17. Amount of Line 14 at sibling rate (17)_ .00 X 12 .00
18. Amount of Line 14 taxable at collateral rate (I8) .00 X 15 .00
19. Principal Tax Duo ( 14 .546.47-.I,
'i
TAX CREDITS: :IJ _ m C7
PAYMENT RECEIPT DISCOUNT (+) ._C
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-}
03-19-2014 CDO18914 727.17 13,816.30 G' - .?7 ty,
07-14-2014 SBADJUST no 3.00 CL
C) - T)
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4`.�J
TOTAL TAX PAYMENT 14A46.47
BALANCE OF TAX DUE . 00
INTEREST AND PEN. i .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE `^N
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,lwF1Nl