HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX ] pennsylvania
APPRAISEME_NT, ALLOWANCE OR DISALLOWANCE { DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r[ �AEDNI�rt0 AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION r�I{.l :.V '�iT J REV-1547 EX AFP (08-13)
PO BOX 280601 �'..--r ( '
HARRISBURG PA 17128-0601
DATE 08-11-2014
2014 AUG I I Pfd 3( 52 ESTATE OF TROY EVELYN H
DATE OF DEATH 09-28-2013
�.{� FILE NUMBER 21 13-1108
GETZ ESQ DAVI VRP' y N's 'COURT COUNTY CUMBERLAND
PO BOX 845 GPUMBE .AND CO.. PA ACN 101
APPEAL DATE: 30-10-2014
HARRISBURG PA 17108-0845 (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 (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TROY EVELYN HFILE NO. :21 13-1108 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •Do NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
808,414.28 credit to your account,
DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 8,200.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 247,007.67
8. Total Assets (8) 1 .063.621 .95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6.536.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 6,536. 00
12. Net Value of Tax Return C12) 1 ,057,085.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,057,085.95
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) 1,057,085.95 X DO = .00
16. Amount of Line 14 taxable at lineal rate (16) - n0 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 (19)= .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 CCR), YOU MAY BE DUE ` \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.