HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
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REGISTE,� - WiLLS DATE 02-02-2015
ESTATE OF TREJO JOSE M
FEB 2 FM 1 20 DATE OF DEATH 06-28-2013
U1JFILE NUMBER 21 13-0850
COUNTY CUMBERLAND
N I C H&VS E-SQ"7 STEVE C
'r ACN 101
SOCK-V-*;')` U- APPEAL DATE: 04-03-2015
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, ,-9YEST HILLS PR (See reverse side under Objections)
HARRISBURG PA 17112 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 +—
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REY-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TREJO JOSE MFILE NO. :21 13-0850 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE_
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (l) 211,800.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 1,403,361.20 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) 18,730.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1 ,633,892,00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,789.28
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 442,036.28
11. Total Deductions (11) 472,825.56
12. Net Value of Tax Return (12) 1,161,066.44
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,161,066.44
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) 610,533.22 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) sr;n.r,in-22 X 045 = 24,774.00
17. Amount of Line 14 at sibling rate (17) 0 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 24,774.00
, TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-27-2013 CDO18187 1,052.63 20,000.00
INTEREST IS CHARGED THROUGH 02-17-2015 TOTAL TAX PAYMENT 21,052.63
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,721.37
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 99.48
TOTAL DUE 3,820.85
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)
pe11nsytVania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
PLIZ129--OUL-
DECEDENT'S NAME FILE NUMBER
Jose M. Trejo 2113-0850
REVIEWED BY ACN
C. Moyer 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
C ALL The discounts taken on the business interests listed on Schedule C have been lowered
and/or disallowed per review of each individual interest listed.
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