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 MARTER HELEN G
DATE OF DEATH 01-21-2014
FILE NUMBER 21 14-0133
COUNTY CUMBERLAND
BOGAR JAMES D ACN 101
1 W MAIN ST APPEAL DATE: 10-17-2014
SHIREMANSTOWN PA 17011-6327 (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--4
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTER HELEN GFILE NO. :21 14-0133 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)
9,561 .82 credit to your account,
DO submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 294,106.71
6. Jointly Owned Property (Schedule F) (6) 392,494.66
7. Transfers (Schedule G) (7) 1,099,732. 04
B. Total Assets (8) 1 ,795,895.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 53.671 .89
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 53,671 .89
12. Net Value of Tax Return (12) 1,742,223.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 1,742,223.34
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 = .00
17. Amount of Line 14 at sibling rate (17) - DO X 1r-'> = 0010
18. Amount of Line 14 taxable at collateral rate (18) 1,742,223.34 X lC' 26f4";
19. Principal Tax Due ( i j-' 261=0333 -50. '7
TAX CREDITS:'; tV
L '-.
PAYMENT RECEIPT DISCOUNT (+) CJi O _J ti-
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) -
04-16-2014 CDO19031 13,066.67 248,266.82
08-11-2014 SBADJUST .00 .01
TOTAL TAX PAYMENT 261,333.50
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ]�