HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL 7Axes OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF REED MARLIN P
DATE OF DEATH 06-05-2013
FILE NUMBER 21 13-0662
COUNTY CUMBERLAND
CONNOR LORI L ACN 101
440 LAMP POST LN APPEAL DATE: 11-21-2014
CAMP HILL PA 17011-1457 (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—
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REED MARLIN PFILE NO. :21 13-0662 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 12,500.00 NOTE: To ensure proper
2. Stocks -and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portior
S. Closely Held 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) 63,732.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) •00
8. Total Assets (e) 76 ,232.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,919. 00
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,260. 00
11. Total Deductions (11) 7,179.00
12. Net Value of Tax Return (12) 69,053.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 69,053.00
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 da.t.e. ,
ASSESSMENT OF TAX: n o
15. Amount of Line 14 at spousal rate (15) . 00(y((30 = t�(�i� , 00
16. Amount of line 14 taxable at lineal rate (16) 69.Dr+3- OD.. M45 3_i 1(0)7.39
17. Amount of Line 14 at sibling rate (17) nnEyx =�� Do
18. Amount of Line 14 taxable at collateral rate (18) .00�J x"a 5,7= (V n) . 00
19. Principal Tax Due ^�,� VS l = 3.,1,07.39
TAX CREDITS: Cd O en _—D -n -TI
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID '*1- n,
�) ~' r r*I
04-23-2014 CDO19118 100 3, 107_391 ~ r
cn n
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-24-2014 TOTAL TAX PAYMENT 3, 107.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. 12.49
TOTAL DUE 12.49
• 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.