HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX pennsylvania
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 08-18-2014
ESTATE OF HUTT LIIDIA A
DATE OF DEATH 07-21-2013
FILE NUMBER 21 13-0867
COUNTY CUMBERLAND
OTTO III IVO V ACN 101
10 E HIGH ST APPEAL DATE: 10-17-2014
CARLISLE PA 17013-3015 (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----- --0,---RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS F
REV-1547 EX AFP (08-153 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUTT LIIDIA AFILE NO. :21 13-0867 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 560,925.49 credit to your account,
00 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) 106,760 . 18
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers CSchetlule G) (7) 360,044.74
8. Total Assets (8) 1 .027.730.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 43,688.66
30. Debts/Mortgage Liabilities/Liens (Schedule I) (30) •00
11. Total Deductions (11) 43,688.66
12. Net Value of Tax Return (12) 984,041 .75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 604,019.38
14. Net Value of Estate Subject to Tax (14) 380,022.37
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) - nn X 045 = .DO
17. Amount of Line 14 at sibling rate (17) - nn X 121n= .00
18. Amount of Line 14 taxable at collateral rate (18) 380,022.37 X 15= -� 57;;:003.36,3D
19. Principal Tax Due T�'T
TAX CREDITS: _Z y
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-) -)" L
10-21-2013 CDO18293 1,250.00 23,750.00 -
10-21-2013 CDO18294 1,250 .00 23,750.000 ---
04-17-2014 CDO19035 . 00 7,003.434
N
O
TOTAL TAX PAYMENT 57,003.43
BALANCE OF TAX DUE .07CR
INTEREST AND PEN. .00
TOTAL DUE .07CR
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.