HomeMy WebLinkAbout04-20-15 NOTICE OF INHERITANCE TAX pennsyLvania
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)
PO BOX 280601
HARRISBURG PA 17128-RECORDED OFFICE OF
REGISTER OF WILLS DATE 04-20-2015
?CIS APR 20 PM 1 21. ESTATE OF MASLAND DAVID S
DATE OF DEATH 04-02-2014
CLERK OF FILE NUMBER 21 14-0584
COUNTY CUMBERLAND
MASLAND ORPHAN JS' C0 L'.Rk'P ACN 101
104 S HV",l APPEAL DATE: 06-19-2015
ft -,' ,
CARLISL PA 170i 3-3420 (See reverse side under Objections)
Amount Remitted I I
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
R-i:li47-Ei-AF�-Cll-i4)-�OTlii-OF-iNHEiITA�EE-i�X-A��RAI;EME�it-AELOWi�CE-�i--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MASLAND DAVID SFILE NO. :21 14-0584 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) (i) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 876,138.70 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) CS) 264,131.85
6. Jointly Owned Property CSchedule F) (6) '00
7. Transfers (Schedule G) (7) 682,932.36
8. Total Assets 1 ,823,202.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,173.69
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,402.47
11. Total Deductions (11) 22,576.16
12. Net Value of Tax Return (12) 1,800,626.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,800,626.70
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 (is) 1 ,800,626.70 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - fln x 045 = .00
17. Amount of Line 14 at sibling rate (17) -00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate cis) .00 x 15 = .00
19. Principal Tax Due 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT 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.