HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE fW0yTS"ION__') -717 1,^r-- C OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 28060f,- -�I- ' , I - , -'t_
HARRISBURG PA R7P'0601 7 gil
DATE 11-03-2014
14 N DIV L, ESTATE OF TRUMP JR SIDNEY A
DATE OF DEATH 10-06-2013
FILE NUMBER 21 13-1094
COUNTY CUMBERLAND
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"IN +RONT ST APPEAL DATE: 01-02-2015
HARRISBURG PA 17110-1438 (See reverse side under Objections)
Amount Remitted I 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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TRUMP JR SIDNEY AFILE NO. :21 13-1094 ACN: 101 DATE: 11-03-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,725.90 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) CS) .00 submit the upper portion
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) 91921. 18
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 60,130.09
8. Total Assets (8) 73,777.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6,211.30
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,577.16
11. Total Deductions (11) 10,788.46
12. Net Value of Tax Return (12) 62,988.71
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 62,988.71
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) 42,9RH-71 X 045 = 2,834.49
17. Amount of Line 14 at sibling rate (17) .00, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 2,834.49
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-02-2014 CDO19378 .00 2,834.49
TOTAL TAX PAYMENT 2,834.49
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.