HomeMy WebLinkAbout04-20-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREALI¢F(` DIA�FRJa OF APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERIT T ND3Jfi@DIVISID t OF DEDUCTIONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (11-14)
HARRISBURG P 128-0601
?U1S RPR 20 cn 1 20 DATE 04-20-2015
UI ESTATE OF MARBAIN MAX D
CLLR;: CF DATE OF DEATH 09-09-2013
ORPHAN','— CCURT FILE NUMBER 21 13-0994
�, . COUNTY CUMBERLAND
;,tA 'C �,ESQ VANCE E ACN 101
STE 200 APPEAL DATE: 06-19-2015
570 L A U S C H LN (See reverse side under Objections)
LANCASTER PA 17601-3076 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARBAIN MAX DFILE NO. :21 13-0994 ACN: 101 DATE: 04-20-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 7,806,204.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 1,496,569. 16 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) C5) 10,206.66
6. Jointly Owned Property (Schedule F) (6) 32,628.78
7. Transfers (Schedule G) (7) 1,547,279.50
8. Total Assets (8) 10,892,888. 10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 176,04 9.69
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,646,533.49
11. Total Deductions (11) 4,822,583.18
12. Net Value of Tax Return C12) 6,070,304.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 4,490,396,64
14. Net Value of Estate Subject to Tax (14) 1,579,908.28
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) 1,579,908.28 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
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.