HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ZV REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-29-2014
ESTATE OF MUMMA ROBERT L
DATE OF DEATH 09-02-2013
FILE NUMBER 21 13-0965
COUNTY CUMBERLAND
BRINSER GERALD i ACN 101
6 E MAIN ST APPEAL DATE: 11-28-2014
PO BOX 323 (See reverse side under Objections)
PALMYRA PA 17078-0323 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
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MUMMA ROBERT LFILE NO. :21 13-0965 ACN: 101 DATE: 09-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 417,661 .25
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 417,661 .25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 38,22 2.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11 ,909.85
11. Total Deductions (11) 50,132.55
12. Net Value of Tax Return (12) 367,528.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 367,528.70
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: ru
15. Amount of Line 14 at spousal rate (15) .00 X (M _ -n•
16. Amount of Line 14 taxable at lineal rate (16) Rn X _AD=
17. Amount of Line 14 at sibling rate (17) 183,764,3S X T-2-n= '0
18. Amount of Line 14 taxable at collateral rate (18) 183,764.35 X 4�n 27,564 X6)5
19. Principal Tax Due r"C19k-M 09,6 j.'(.(3
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) �- O -71 `n
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ) �) -VI .- -n
11-26-2013 CDO18467 2,447.37 46,500.00 %) F--+ m
05-29-2014 CDO19224 .00 669.00,
C=) Cts Co
TOTAL TAX PAYMENT 49,616.37
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 cn\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �J\