HomeMy WebLinkAbout09-14-15 NOTICE OF INHERITANCE TAX ��.=;G pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE i
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547
X AF REVENUE
INHERITANCEPO BOX �jT�AX(*D(`I{V�ISION -` � REV-1547 EX AFP (11-14)
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REGIS !IL LS
DATE 09-07-2015
?015 qFI �� r� ' 1- 332 ESTATE OF MATTUS PAUL A
J iDATE OF DEATH 08-30-2011
FILE NUMBER 21 11-0949
G`-E' `'' COUNTY CUMBERLAND
0TO�Yfr_I! N�' ^SHAUN E ACN 101
2 ���P{I�NF_IST; APPEAL DATE: 11-06-2015
HRR I�BA`G PA i7101-1350 (See reverse side under Objections)
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: MATTUS PAUL AFILE NO. :21 11-0949 ACN: 101 DATE: 09-07-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) C2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 159,275.78 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,000.00
6. Jointly Owned Property CSchedule F) (6) 00
7. Transfers (Schedule G) (7) 00
8. Total Assets (8) 163,275.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 70,120.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 318,235.17
11. Total Deductions (11) 388,355. 17
12. Net Value of Tax Return (12) 225,079.39-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 225,079.39-
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) .0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -fl0 x 045 = .00
17. Amount of Line 14 at sibling rate (17) 0 0 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+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT 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.