HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAX T
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PD BOX 280601
HARRISBURG PA 17128-0601
DATE 08-04-2014
ESTATE OF HORN DAVID R
DATE OF DEATH 02-05-2011
FILE NUMBER 21 11-0483
COUNTY CUMBERLAND
MILLER DOUGLAS G ACN 101
60 W POMFRET ST APPEAL DATE: 10-03-2014
CARLISLE PA 17013-3243 (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 4-------1-5-4-7------------ ----------------------------------------------------------------
REV-1547 EX AFP (OB-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HORN DAVID RFILE NO. :21 11-0483 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 176,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) . 00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
5. Lash/Bank Deposits/Misc. Personal Property CSchedule E) CS) 840.98
6. Jointly Owned Property (Schedule F) (6) 5.00.
7. Transfers CSchedule G) (7) .00
8. Total Assets ( 6' 84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31 ,432.44?1T
-U
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 122,976.8
,
11. Total Deductions (1Q7�-, 1 _;409^27^
12. Net Value of Tax Return (�(;'> ' 129,43'6.Tr,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C' - `" DWE
14. Net Value of Estate Subject to Tax (l1)' -22,43r.s7-,f
N GD(J
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/op--19 wilvi
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) 22-G36-71 X 045 = 1,009.65
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 (19)= 1 ,009.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-27-2014 CDO18948 . 00 1,009.65
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-28-2014 TOTAL TAX PAYMENT 1,009.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. 72.28
TOTAL DUE 72.28
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.