HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL raxEs OF DEDUCTIONS AND ASSESSMENT OF TAX ___1
INHERITANCE TAX DIVISION REV-1547 IX AFP (1]-14)
PO BOX 280601 /�r
HARRISBURG PA 1710BOORDED OFFICE OF
REGISTER OF WILLS DATE 12-22-2014
ESTATE OF SOTO MARCELLO H
2014 0�c 19 RF1 1118 DATE OF DEATH 02-14-2014
FILE NUMBER 21 14-0153
CLERK OF COUNTY CUMBERLAND
S7EWART d RDT W ACN 101
, � U R
301 MAR APPEAL DATE: 42-20-2015
PO BO)CU M E R UN D C O", FA (See reverse side under tlbjecdons)
LEMOYNE PA 17043-0109 Amount Remittedi � --1
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
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R- -157-EX-AFP-Cll--4)-NOTICE-OF--NHERITANCE-TAX-APPRAISEMENT,-ALLOWANC-
-E-OR
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SOTO MARCELLO HFILE NO. :21 14-0153 ACN: 101 DATE: 12-22-2014
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) 74,514.41 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 (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 89,768.79
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 889,668.50
8. Total Assets (8) 1 ,053,951.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,394.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,813. 19
11. Total Deductions (11) 19,207.67
12. Net Value of Tax Return (12) 1,034,744.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2,000-00
14. Net Value of Estate Subject to Tax (14) 1,032,744.03
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 C15) .50 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 .n12.743_1;3 X 045 = 46,473.46
17. Amount of Line 14 at sibling rate C17) DO X 12 = .00
18. Amount of Line 14 taxable at collateral rate {18) .00 X 15 = .00
19. Principal Tax Due C19)= 46,473.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-14-2014 CDO19162 2,105.26 40,000.00
08-13-2014 CDO19544 .00 4,368.20
TOTAL TAX PAYMENT 46,473.46
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.