HomeMy WebLinkAbout09-15-14 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 (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-15-2014
ESTATE OF SUNDERLAND KLARE S
DATE OF DEATH 01-06-2013
FILE NUMBER 21 13-0074
COUNTY CUMBERLAND
SMITH ESQUI STANLEY A ACN 101
PO BOX 1146 APPEAL DATE: 11-14-2014
HARRISBURG PA 17108-1146 (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 F
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REV-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SUNDERLAND KLARE SFILE NO. :21 13-0074 ACN: 101 DATE: 09-15-2014 -
TAX RETURN WAS: IX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 1,819,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 97,551.83 credit to your account,
3. Closely Held Stack/Partnership Interest (Schedule C7 (3) 18,626,015.67 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 4,216,505.32 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,410,599.85
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) C71 13,352,640. 03
S. Total Assets (8) 39.522.512.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 853,662.56
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13.297.751 .87
11. Total Deductions (11) 14, 151 ,414.43
12. Net Value of Tax Return (12) 25,371 ,098.27
13. Charitable/Governmental Bequests: Non-elected 9113 Trusts (Schedule J) (13) 929,163.57
14. Net Value of Estate Subject to Tax (14) 24,441,934.70
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/orQ 9 will
reflect figures that include the total of all returns assesseOd -to date.--c rn
ASSESSMENT OF TAX: C) n
15. Amount of Line 14 at spousal rate (15) .00 70 0-0 0
16. Amount of Line 14 taxable at lineal rate (16) 23-RJ7.734-70 XA4' Z-17_.T 0 .2.m
17. Amount of Line 14 at sibling rate (17) 99.700 .00 X-I 2SS-= C �S�T.4 00
18. Amount of Line 14 taxable at collateral rate (19) 584,500 .00 X=-1 b'n ' [ 87,67,5,.-00
19. Principal Tax Due �(�9')°_ 3,4874 6
TAX CREDITS: -:� c. O
PAYMENT RECEIPT DISCOUNT (+) rV fT
DATE NUMBER INTEREST/PEN PAID (J AMOUNT PAID _' -`H ("
F--+ V) O
04-02-2013 CDO17390 52,631 .58 11000,000. 00 CO
10-03-2013 CDO18199 .00 146,100.00
TOTAL TAX PAYMENT 1 ,198,731 .58
BALANCE OF TAX DUE 35,244.52CR
INTEREST AND PEN. .00
TOTAL DUE 35,244.52CR
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. \(`