HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX rL- pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF BEYER JR EDWARD G
DATE OF DEATH 11-03-2D13
FILE NUMBER 21 13-1239
COUNTY CUMBERLAND
DELUCA ESQ ADAM R ACN 101
61 W LOUTHER ST APPEAL DATE: 11-21-2014
CARLISLE PA 17013-2987 (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 —Y RETAIN LOWER PORTION FOR YOUR RECORDS (-
REY-1547 EX AFP CO8-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEYER JR EDWARD GFILE NO. :21 13-1239 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .DO NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 123,303.06 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule G . 00 submit the upper portion
C3) 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) 25,624.47
6. Jointly Owned Property (Schedule F) (6) .DO
7. Transfers (Schedule G) (7) .00
S. Total Assets (a) 148,927.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.105.02
10. Debts/Mortgage Liabilities/Liens (Schedule T) (10) 16.71
11. Total Deductions (11) 3,121.73
12. Net Value of Tax Return (12) 145,805.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 145,805.80
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: G -I m M
15. Amount of Line 14 at spousal rate (15) 145,8D5.80 3: C.0 n ,_.,.00
16. Amount of Line 14 taxable at lineal rake (16) -n0 0q5 = x.00
17. Amount of Line 14 at sibling rate (17) .On y,) r--- (V T rn.00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 19
19. Principal Tax Due (1195=
TAX CREDITS: rI rJ
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID ' ~ C7
DATE NUMBER IMTEREST/PEN PAID C-) f—` rrT
C,
;t• N � "r1
t
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+t 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. �\�