HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX T
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 SANDERSON DOUGLAS K
DATE OF DEATH 10-08-2013
FILE NUMBER 21 13-1127
COUNTY CUMBERLAND
PLACEY ESQ RICHARD L ACN 101
PLACEY & WRIGHT APPEAL DATE: 10-17-2014
3621 N FRONT ST (See reverse side under Objections)
HARRISBURG PA 17110-1533 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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SANDERSON DOUGLAS KFILE NO. :21 13-1127 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) Cl) 265,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . OD 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) 67,971 .41
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) C7) 632,844.86
8. Total Assets (8) 965,816.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 68.082. 14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,229.53
11. Total Deductions (11) 84,311 .67
12. Net Value of Tax Return (12) 881 ,504.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 40.000.00
14. Net Value of Estate Subject to Tax (14) 841 ,504.60
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) inn .nnn . nn X 0 LL5 4,'500.00
17. Amount of Line 14 at sibling rate (17) 720.492. 14 X 1 ( 83459_0$
18. Amount of Line 14 taxable at collateral rate (18) 21,012.46 X 1 �
19. Principal Tax Due (1 1.k'. 9- 110;;9317
TAX CREDITS:
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O
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
i
01-02-2014 CD018608 11000.00 19,000.00 .
01-03-2014 CDO18607 157.59 2,994.28
01-07-2014 CDO18622 3,547.96 69,748.90
TOTAL TAX PAYMENT 96,448.73
BALANCE OF TAX DUE 2,337.80CR
INTEREST AND PEN. .00
TOTAL DUE 2,337.80CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE \\\C
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (�