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HomeMy WebLinkAbout10-27-14 NOTICE OF INHERITANCE TAX 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 RECORDED OFFICE OF R E G 13 T rF I'I 'U"F V,'l L L S DATE 10-21-2014 ESTATE OF HUNTER JEFFREY M 2014 COT 27 F,;M 12 95 DATE OF DEATH 08-01-2010 FILE NUMBER 21 12-1327 Ek.', COUNTY CUMBERLAND OF MCMNAMO401 200APENNN t STREE��l qANS' COURT ACN APPEAL DATE: 12-20-2014 Po Box 383 CUMBERLt.,"D G (See reverse side under Objections) HUNTINGDON PA 16652 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- R--V---li4-7--Ei--A-F-P--C-0-8--i-3-)-;-O-T-IEi--O-F--I-N-H-Ei-I-T-A;E-E-i�-X--A��-R-Aii-E-M-E;i-,--AE-L-Oii;-C-E-6i--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HUNTER JEFFREY MFILE NO. :21 12-1327 ACN: 401 DATE: 10-21-2014 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: RELEASE OF LIEN RETURN 1. Real Estate (Schedule A) (1) 3,688.8 7 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 00 submit the upper portion 5. Closely Held Stook/Partnership Interest (Schedule C) (3) . ---- 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) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 3,688.87 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00 11. Total Deductions (11) .00 12. Net Value of Tax Return (12) 3,688.87 15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 3,688.87 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) -nn x 045 = .00 17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00 18. Amount of Line 14 taxable at collateral rate Cie) 3,688.87 x 15 = 553.33 19. Principal Tax Due (19)= 553.33 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 06-04-2014 CDO19261 .00 553.33 TOTAL TAX PAYMENT 553.33 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. REV-1470 EX(01.10) Pennsylvania INHERITANCE TAX r DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 SB 17 8-0601 DECEDENTS NAME FILE NUMBER Jeffrey M. Hunter 2112-1327 REVIEWED BY ACN James (Agent 197) 401 ITEM SCHEDULE NO, EXPLANATION OF CHANGES To complete the Release of Lien negotiated with the Office of Chief Counsel, a Commonwealth Appraisement has been produced to assess the real estate. For the value received, the assessed property is hereby released from the lien, payment, operation and collectability of any and all succession, estate or inheritance taxes, including direct, transfer and collateral inheritance taxes, now due or that may hereafter become due the Commonwealth of Pennsylvania. This release of lien is given pursuant to the authority vested in the Secretary of Revenue. Page 1