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 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF MARTZ BETTY L
DATE OF DEATH 08-18-2013
FILE NUMBER 21 13-0954
COUNTY CUMBERLAND
DILS ESQ DIANE M ACN 101
1400 N 2ND ST APPEAL DATE: 11-21-2014
HARRISBURG PA 17102-2694 (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 -__ 1 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: MARTZ BETTY LFILE NO. :21 13-0954 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) 39,833.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
00 submit the upper portio,
3. 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 39.833. 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7.679. 02
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 7,679.02
12. Net Value of Tax Return (12) 32,153.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) P.: .00
14. Net Value of Estate Subject to Tax (14) 32,f. .98� fTi
G T n
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17. 18 ago�r 19 8811 ,7 O
reflect figures that include the total of all returns assessed to tv.n -C] cn
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 0
16. Amount of Line 14 taxable at lineal rate (16) 39.1 53�98 x 045 =- ('/) :, 1 ,446.93-, CD
17. Amount of Line 14 at sibling rate (17) On X 12
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 ,.OQ n
19. Principal Tax Due (19) _JT9� (TI
CO
TAX CREDITS:
I
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-24-2013 CDO18314 72.35 1,600.00
TOTAL TAX PAYMENT 1,672.35
BALANCE OF TAX DUE 225.42CR
INTEREST AND PEN. .00
TOTAL DUE 225.42CR
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. ,��