HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF IND�Y;I?YAL-TAXES- :F I' ,AP^PRAISEMENT, ALLOWANCE OR DISALLOWANCE Q6 DEPARTMENT OF REVENUE
SION ' -L� �I DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAN JyJ' REV-1547 S( AFP CII-141
PO BOX ,
HARRISBURG280601 PA 171�C46010 LLS
inDATE 03-09-2015
16 12 53
NIS M, - ESTATE OF METZGER JOHN W
rF DATE OF DEATH 03-26-2013
FILE NUMBER 21 13-0392
COUNTY CUMBERLAND
WALT%, 141-1 ' MURREL ACN 101
54 E S*'T" APPEAL DATE: 05-08-2015
MECHANICSBURG PA 17055-3851 (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 +—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: METZGER JOHN WFILE NO. :21 13-0392 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 568,700.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
00submit 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) 111,104. 10
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7)— 00
S. Total Assets 679,804.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,526.40
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 20,458.31
11. Total Deductions 1 (11) 48,984.71
12. Net Value of Tax Return (12) 630,819.39
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 630,819.39
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) 6511,819-39 x 045 = 28,386.87
17. Amount of Line 14 at sibling rate C17) -0 0 1 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 28,386.87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-30-2013 CDO18340 .00 35,000.00
TOTAL TAX PAYMENT 35,000.00
BALANCE OF TAX DUE 6,613.13CR
INTEREST AND PEN. .00
TOTAL DUE 6,613.13CR
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.