HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsytvania
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 10-06-2014
ESTATE OF WALKER LARRY P
DATE OF DEATH 06-23-2013
FILE NUMBER 21 13-0781
COUNTY CUMBERLAND
HUGHES ESQ JAMES D ACN 101
354 ALEXANDER SPRING RD APPEAL DATE: 12-05-2014
CARLISLE PA 17015-7451 (See reverse side under Objections)
Amount Remittedi
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 4—
i-EV:-Ii-47--E-X-AFP-(-O-8:-li-3--NOTICE--Oi-INHERITANCE-TAX-i-P-Pi-Ai-Si-Mi-N-T-,-ALLOWANCE--Oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALKER LARRY— PFILE N0. :21 13-0781 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: C 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) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,799.40
6. Jointly Owned Property (Schedule F) (6) 9,481 .79
7. Transfers (Schedule G) (7) .00
8. Total Assets 27,281 . 19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule M) (9) 11 ,072.32
10. Debts/Mortgage Liabilities/Liens CSchedule 1) CIO) 13,952.53
11. Total Deductions (11) 25,024.65
12. Net Value of Tax Return (12) 2,256.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,256.54
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/o-fz'a19 will
k=
reflect figures that include the total of all returns assesse!R to datet �
rT,
ASSESSMENT OF TAX: rrl n
15. Amount of Line 14 at spousal rate (15) .00 )too C_7), G---" C>o o
TJ . ---I
16. Amount of Line 14 taxable at lineal rate (16) - nn )go as C-> U? '�o 0
17. Amount of Line 14 at sibling rate (17) .00 X-1 2- 1=1 r'900
18. Amount of Line 14 taxable at collateral rate (18) 2,256.54 x--l(%')
19. Principal Tax Due 338'n48
TAX CREDITS:
C10
PAYMENT RECEIPT DISCOUNT AMOUNT PAID M
DATE NUMBER INTEREST/PEN PAID (-)
Cl)
09-16-2013 CDO18290 16.92 630.-1'3
09-16-2013 CDO18291 :00 716.57
TOTAL TAX PAYMENT 1,363.62
BALANCE OF TAX DUE 1,025.14CR
INTEREST AND PEN. .00
TOTAL DUE 1,025.14CR
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.