HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX 1 r --- pennsyLvama
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 SIGLER RICHARD E
DATE OF DEATH 08-28-2013
FILE NUMBER 21 13-0993
COUNTY CUMBERLAND
LUNDBERG LINDA i ACN 101
4242 CARLISLE PIKE APPEAL DATE: 11-21-2014
PO BOX 308 (See reverse side under Objections)
CAMP HILL PA 17001-0308 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
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIGLER RICHARD EFILE NO. :21 13-0993 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) 200,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 684,736. 14 credit to your account,
. 00 submit the upper portior
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 1 ,056.76 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 20,799.33
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 101,778.20
8. Total Assets (8) 1 ,008,370.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 72.397.47
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 120 ,089.39
11. Total Deductions (11) 192,486.86
12. Net Value of Tax Return (12) 815,883.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 68.874.25
14. Net Value of Estate Subject to Tax (14) 747,009.32
ry
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17e,� 18 andY,¢m 1Q�Ki41
reflect figures that include the total of all returns assess6d 6o date rn cm')
ASSESSMENT OF TAX: 3 �O m) C� o
15. Amount of Line 14 at spousal rate (15) 28,798. 12 IXCa 1 O?O
16. Amount of Line 14 taxable at lineal rate (16) 71A.9I1 _9n .X 0.45= (V 32n 191.50
17. Amount of Line 14 at sibling rate (17) .DO - Y'� r 0
18. Amount of Line 14 taxable at collateral rate (18) .00 )X5 15
19. Principal Tax Due ,.� -I.�9� X32,31250
TAX CREDITS:
r m
PAYMENT RECEIPT DISCOUNT (+) —.i ~ r
AMOUNT PAID •;7 O
DATE NUMBER INTEREST/PEN PAID (-) �. N -LI
11-22-2013 CDO18433 11485.00 28,215.00
05-21-2014 CDO19192 .00 2,619.50
TOTAL TAX PAYMENT 32,319.50
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. \(�