HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL Taxes DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17120-0601
DATE 08-04-2014
ESTATE OF ANDERSON JR HOWARD L
DATE OF DEATH 12-10-2010
FILE NUMBER 21 12-1316
A COUNTY CUMBERLAND
ANDERSON SUSAN L
ACN 101
24 E WINDING HILL RD APPEAL DATE: 10-03-2014
MECHANICSBURG PA 17055-5624 (See reverse side under Objections)
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 !—
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANDERSON JR HOWARD LFILE NO. :21 12-1316 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 104,830 . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 7,705.00
6. Jointly Owned Property (Schedule F) (6) 1 ,745.24 '
)
7. Transfers (Schedule G) (77 0¢ _
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: rr'nn Zr
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) Ur ` CJ1
11. Total Deductions ( t _0 98(3",00-
12. Net Value of Tax Return ( 17 ,29'7-.2X(
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) ( 7 -- D`D
14. Net Value of Estate Subject to Tax (14) I4T3,2P E
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) 113,297.24 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) .nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT , 00
BALANCE OF TAX DUE . 00
INTEREST AND PEN. . 00
TOTAL DUE . 00
X 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.
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