HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX ] pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �.,�1' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION _ REV-1547 EX AFP (08-13)
PD BOX 280601 ' '
HARRISBURG 280 01 17128-0601 RECORDED OFFICE OF
REGISTER OF WILeATE 09-09-2014
ESTATE OF BOYER M R
2014 SEP 9 P11 3 IME OF DEATH 11-29-2013
FILE NUMBER 21 13-1323
CLEN'< OF COUNTY CUMBERLAND
SPINA ESQ F C ORPHANS' COURTACN 101
1002 5TH AVE RF APPEAL DATE: 11-08-2014
PITTSBURGH PA 15219- MAq RLAN5 CQ•, Phi (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 ---- --11 --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: BOYER M RFILE NO. :21 13-1323 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) -00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 235,447.49 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (S<hetlule 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) 45,868.60
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 281 ,316. 09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29.466.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 530. 02
11. Total Deductions (11) 29,996.90
12. Net Value of Tax Return C12) 251 ,319. 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 251 ,319. 19
NOTE: If an assessment was issued previously, Lines 14, 15, 167 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 CIS) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 951 .319- 19 X 045 = 11 ,309.36
17. Amount of Line 14 at sibling rate C17) . On X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 11 ,309.36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (a) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-14-2014 CDO18769 526.32 10,000.00
05-02-2014 CDO19104 . 00 783.04
TOTAL TAX PAYMENT 11 ,309.36
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. \\�vv��llvTT