HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX ] pennsylvania
APPRAISEMENT, ALhp CE OR DISALLOWANCE FIB\i■�7{ DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OFP�'EDUC,Y:�•d N;S-''�''NN_ SSESSMENT OF TAX
INHERITANCE TAX DIVISION ,,PM' -' _ REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 jLUC��1_,' `�- '• I�-���
% l4 AUG I I PM : 51DATE 08-11-2014
ESTATE OF SLOTTEN MARTHA C
DATE OF DEATH 08-22-2013
FILE NUMBER 21 13-0947
ANDREWS ESQ TAYLOR 0'RF�o �OJRT COUNTY CUMBERLAND
78 W POMFRET ST 6UMSERLAND CO-. PA ACN APPEAL DATE: 10-10-2014
CARLISLE PA 17013-3216 (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, SLOTTEN MARTHA CFILE NO. :21 13-0947 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 210,005.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
470.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) DD 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) 43,963.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 90,925.00
8. Total Assets (8) 345,363.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,377.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24.654.00
11. Total Deductions (11) 60,031 . 00
12. Net Value of Tax Return (12) 285,332.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 285,332.00
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) 9Ar`-;;9- nn X 045 = 12,840. 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 (19)= 12,840. 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-13-2013 CDO18389 631 .58 12,000.00
04-11-2014 CDO19011 .00 227.00
TOTAL TAX PAYMENT 12,858.58
BALANCE OF TAX DUE 18.58CR
INTEREST AND PEN. .00
TOTAL DUE 18.58CR
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. ``((\