HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 1_7 DEPARTMENT OF REVENUE
INHERITANCE TAX DI�t -0�EDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO Box 280601 �ORDED OFFICeF
HARRISBURG PA 17128- IfGl STEIR, ciF WILLS
DATE 12-29-2014
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ESTATE OF MATTSON WALTER E 9 Fn 12 DATE OF DEATH 03-30-2013
CLERV, OF FILE NUMBER 21 13-0665
RICHARDS ORPWKjVr",�UTTM COUNTY CUMBERLAND
ACN 101
937 wiaVWK,,TRL-"1` APPEAL DATE: 02-27-2015
PO BOX 1140 (See reverse side under Objections)
LEBANON PA 17042-1140 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 46—
RiV:-li4-7--Ei--AFP--(-1-1--i-4-)-NOTICE--O-F-INHERITANCE-TAX--APP-R-A-li-E-M-E;i-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MATTSON WALTER EFILE NO. :21 13-0665 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED )CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) 110,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5 7,596.00 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,961 .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 202,111.00
8. Total Assets (8) 373,668.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,844.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,787.00
11. Total Deductions (11) 35,631 .00
12. Not Value of Tax Return (12) 338,037.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 338,037.00
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) `:i3R.n37_nn x 045 = 15,212.00
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)= 15,212.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06=13'-2013 ' 'CDO17744 760-.-60 -17 7-000 -00--,
TOTAL TAX PAYMENT 17,760.60
BALANCE OF TAX DUE 2,548.60CR
INTEREST AND PEN. .00
TOTAL DUE 2,548.60CR
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.