HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX ._ x 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 10-06-2014
ESTATE OF ALFORD ROBERT L
DATE OF DEATH 09-05-2013
FILE NUMBER 21 13-1035
COUNTY CUMBERLAND
BOGAR JAMES D ACN 101
1 W MAIN ST APPEAL DATE: 12-05-2014
SHIREMANSTOWN PA 17011-6327 (See reverse side under Objections)
Amount Remitted I ��
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 4-
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REV-1547 EX AFP C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALFORD ROBERT LFILE N0. :21 13-1035 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 126,585.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
232,606.03 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/Mist. Personal Property (Schedule E) C5) 492,468.57
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C71 200,249.50
8. Total Assets (8) 1 ,051 ,909. 10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39,171 .27
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 39,171.27
12. Net Value of Tax Return (12} 1,012,737.83
13, Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1,012,737.83
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:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 •n 1 9.717_R3 x 045 = 45,573.20
17. Amount of Line 14 at sibling rate C17) .00 X 12c-)= " .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15c--= 00
19. Principal Tax DueC "i7 4%Z573�0,
TAX CREDITS: T1 ~-i {,)
PAYMENT RECEIPT DISCOUNT {+} '. r- "-4 C7
DATE NUMBER INTEREST/PEN PAID {-} AMOUNT PAID M 7 �
1)
11-27-2013 CDO18470 2,278.49 43,291 .32
05-30-2014 CDO19217 .00 3.39
TOTAL TAX PAYMENT 43-F573.2P
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.