HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX , c_ pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX --------
PO BOX 280601 REV-1547 Ex AFP COB-13)
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF MIDDLETON ROBERT M
DATE OF DEATH 08-20-2013
FILE NUMBER 21 13-1082
COUNTY CUMBERLAND
DOUGLAS III ESQGEORGE F ACN 101
# RO APPEAL DATE: 11-21-2014
354 ALEXANDER SPRING (See reverse side under Objections)
CARLISLE PA 17015-7451 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: MIDDLETON ROBERT MFILE NO. :21 13-1082 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (y 13,910.64 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 213,612.22
6. Jointly Owned Property (Schedule F) (6) 17,778. 14
7. Transfers (Schedule G) (7) 34,860.40
8. Total Assets (8) 280 .161 .40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6.253.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.872. 17
11. Total Deductions (11) 16, 125.83
12. Net Value of Tax Return (12) 264,035.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) _ 264,035.57
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 andd� r 19 YAII
reflect figures that include the total of all returns asses 42 `E.d to dat jj rn
ASSESSMENT OF TAX: x C> :J) o
15. Amount of Line 14 at spousal rate (15).000 Ot0 = rn 00
16. Amount of Line 14 taxable at lineal rate C16) 964.03E r.7 04 '= 1I,8 .60
17. Amount of Line 14 at sibling rate (17) - 005 F2'_"= -I- .:J U ,00
18. Amount of Line 14 taxable at collateral rate (18) . 00._X 145% C> . 00
19. Principal Tax Due r,f 193= � 11,88`1.60
TAX CREDITS: ` ' n
PAYMENT RECEIPT DISCOUNT (t) F-' f fIi
DATE NUMBER INTEREST/PEN PAID (-J AMOUNT PAID _i CrI r O
11-14-2013 (0018398 573.68 10,900.00
N T
05-16-2014 CDO19178 .00 407.92
TOTAL TAX PAYMENT 11,881 .60
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.