HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAXpennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES Q
DEPARTMENT OF REVENUE
INHERITANCE TAX DREs�(j► RDED 0 F I C E 'DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX
HARRIISBURG601 PA 1712 RO VILLS
" ISTFR OF
� G� �� �� DATE 12-29-2014
?ol ��� 29 ESTATE OF MESSNER EDWARD M
DATE OF DEATH 05-28-2013
CLERK OF FILE NUMBER 21 13-0674
ORPHANS' C-U'Ut T COUNTY CUMBERLAND
HATCH ii44 Rte( 1 CRAI-G-, --A ACN 101
AR
2109 RPT-STSAPPEAL DATE: 02-27-2015
CAMP HILL PA 17011-4723 (See reverse side under Objections)
Amount Remitted
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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MESSNER EDWARD MFILE NO. :21 13-0674 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) Cl) 54,350.39 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,945.83 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/Misc. Personal Property (Schedule E) (5) 16 9,4 24.54
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 362,510.99
8. Total Assets (8) 592,231.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 57,4 98. 11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 41 ,426.81
11. Total Deductions C1l) 98,924.92
12. Net Value of Tax Return C12) 493,306.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 493,306.83
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) 4 9 A-A n A_193 X 045 = 22,198.81
17. Amount of Line 14 at sibling rate C17) _nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 22,198.81
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-25=2013- - CDO18072 - 1;10.5.26 __- 21-,000:00
07-31-2014 CDO19500 1. 15- 94.70
12-22-2014 SBADJUST .00 .02
TOTAL TAX PAYMENT 22,198.81
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.