HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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HARRI,SB0RG,PA,17128-0601
7 DATE 03-23-2015
ESTATE OF NEUSBAUM ALAN T
2,3It
DATE OF DEATH 01-10-2014
FILE NUMBER 21 14-0303
COUNTY CUMBERLAND
pNic'OJEFFREY A
J ACN 101
3,4,01- N FRONT ST APPEAL DATE: 05-22-2015
CUPO-BOX 5950 (See reverse side under Objections)
HARRISBURG PA 17110-0950 Amount Remitted)
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 E-
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RE -Ei-AFP-Cll-i4?-�6TIC--OF-iNHEiITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEUSBAUM ALAN TFILE NO. :21 14-0303 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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) 111 ,033.33 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 714,124.80
S. Total Assets (8) 825,158. 13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 25,678.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 9,917.05
11. Total Deductions CII) 35,595.55
12. Net Value of Tax Return (12) 789,562.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) •00
14. Net Value of Estate Subject to Tax C14) 789,562.58
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) 714,124.80 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 75.4_i7_79 x 045 = 3,394.70
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)= 3,394.70
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-11-2014 CDO19789 .00 3,394.70
03-16-2015 SBADJUST .00 .28
TOTAL TAX PAYMENT 3,394.70
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.