HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAX Wpennsylvania
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 08-04-2014
ESTATE OF PERKO JOSEPH M
DATE OF DEATH 03-07-2013
FILE NUMBER 21 13-0391
COUNTY CUMBERLAND
MCCALEB MARLIN R ACN 101
219 E MAIN ST APPEAL DATE: 10-03-2014
MECHANICSBURG PA 17055-6541 (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 F
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PERKO JOSEPH MFILE NO. :21 13-0391 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
00 submit
_t�e upper portion
of this
3. Closely Held Stock/Partnership Interest (Schedule L) (3) =-form with'your
4. Mortgages/Notes Receivable (Schedule D) (4) • 0 tax Payment. D
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 30,105.8
i-:
6. Jointly Owned Property (Schedule F) (6) 00 i---"
7. Transfers (Schedule G) (7) '0 a-
z(n
S. Total Assets CDC_ 130,105,.,86
APPROVED DEDUCTIONS AND EXEMPTIONS: :-?C?�'
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20.270
y
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6.955.1 fn) co Q
11. Total Deductions (11) 17,225.48
12. Net Value of Tax Return (12) 102,880.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 102.880.38
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) In?.Ft.8.J-3L$n?. $( -3.IZ.FtFtn 3j -3R X 045 = 4,629.62
17. Amount of Line 14 at sibling rate C17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 4,629.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-25-2014 CDO18928 40.99- 4,670.61
07-28-2014 SBADJUST .00 . 01
TOTAL TAX PAYMENT 4,629.62
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.