HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX nDIIVISION REV-1547 EX AFP (11-14)
PO BOX 280HARRIISBURG601 PA 1i1W060'11-` - ' , r Iy U !!
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RF-G. DATE 03-16-2015
)Q1S ��� �� `� ESTATE OF FEIDT MELVIN D
J I ' DATE OF DEATH 02-04-2014
_ FILE NUMBER 21 14-0163
CL -`' COUNTY CUMBERLAND
STONE 11,I� iDAVID- H ACN 101
414 �I, ,E-,S,T, r APPEAL DATE: 05-15-2015
��+jp See reverse side under Objections)
NEW �UI`IDG$ERLAND PA 17070-1927 � b J )
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- -------------------
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FEIDT MELVIN DFILE NO. :21 14-0163 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 244,900.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .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 CSchedule E) (5) 422,653.13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 414,554. 11
8. Total Assets (8) 1 ,082,107.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 45,294.74
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 11 ,242.24
11. Total Deductions C11) 56,536.98
12. Net Value of Tax Return C12) 1,025,570.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1,025,570.26
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) I 07g;•9'70 26 X 045 = 46,150.66
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 C19)= 46,150.66
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-01-2014 CDO19105 2,263.16 43,000.00
11-03-2014 CDO19868 .00 887.50
TOTAL TAX PAYMENT 46,150.66
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.