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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 a AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 08-18-2014 ESTATE OF SOUCY RENE DATE OF DEATH 09-22-2013 FILE NUMBER 21 13-1222 COUNTY CUMBERLAND SEEBER EDWARD P ACN 101 STE C400 APPEAL DATE: 10-17-2014 555 GETTYSBURG PIKE (See reverse side under Objections) MECHANICSBURG PA 17055-5207 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: SOUCY RENE FILE NO. :21 13-1222 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) . 00 credit to your account, . OD submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this farm with your 4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,332.81 6. Jointly Owned Property (Schedule F) (6) . 00 7. Transfers (Schedule G) (7) 5,433.78 S. Total Assets (8) 19.766.59 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12.241 .36 30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.485. 06 11. Total Deductions (11) 21,726.42 12. Net Value of Tax Return (12) 1,959.83- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 1,959.83- 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) -00 X 045 = .00 17. Amount of Line 14 at sibling rate (17) .00 X 1Ze-� = r= .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 1 .a 19. Principal Tax Due ( imtj TAX CREDITS: 77 r' G7 (n PAYMENT RECEIPT DISCOUNT (+) �i, AMOUNT PAID L �- O DATE NUMBER INTEREST/PEN PAID (-) ��_. '. (_fir-. ,,D, y ry c� TOTAL TAX PAYMENT .00 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. �J