HomeMy WebLinkAbout09-24-14 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 (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF SCALIA ROBERT
DATE OF DEATH 05-08-2013
FILE NUMBER 21 13-0627
COUNTY CUMBERLAND
MYERS EDMUND G ACN 101
301 MARKET ST APPEAL DATE: 11-21-2014
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 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 H
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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: SCALIA ROBERT FILE NO. :21 13-0627 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Hold 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) 838.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 838.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 65. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 65.00
12. Net Value of Tax Return (12) 773.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 84,282.38
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: ° 70
15. Amount of Line 14 at spousal rate (15) .00 �00 = s (T100
16. Amount of Line 14 taxable at lineal rate (16) R6.9R9.3R 7�D _ �J 31 c7)9 71
17. Amount of Line 14 at sibling rate (17) . n0 Xn 17. 00
18. Amount of Line 14 taxable at collateral rate (18) .00 LS- r fV fT100
19. Principal Tax Due 1n `.lr9
TAX CREDITS: - "��
"T1
PAYMENT RECEIPT DISCOUNT (+) :3 AMOUNT PAID V •� S
DATE NUMBER INTEREST/PEN PAID (-)
08-08-2013 CDO18004 187.90 3,570.-02 J �J r R7
05-19-2014 CDO19186 .26- 35.05 (f1 (f1 O>
09-15-2014 SBADJUST .00 .93 1--'
TOTAL TAX PAYMENT 3,792.71
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . 00
x 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.