HomeMy WebLinkAbout07-07-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE y�M►i`i* DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 IX AEF (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF HEISE LOIS M
DATE OF DEATH 04-20-2013
FILE NUMBER 21 13-0523
COUNTY CUMBERLAND
BRINSER GERALD i ACN 101
6 E MAIN ST APPEAL DATE: 09-05-2014
PO BOX 323 (See reverse side under Objections)
PALMYRA PA 17078-1710 Amount Remittedl
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 l--
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REY-1547 EX AFP t0$-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEISE LOIS MFILE NO. :21 13-0523 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C7 (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist, Personal Property (Schedule E) (5) 30,000.00
6, Jointly Owned Property (Schedule F) (6) '00
7. Transfers (Schedule G) (7) .00
S. Total Assets (B) 30 .000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 11015.00
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) . 00
11. Total Deductions (11) 11015.00
12. Net Value of Tax Return (12) 28,985.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 1,050,445.26
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 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) I .Win.646.96 X 045 = 4 70.04
17. Amount of Line 14 at sibling rate (17) .On X 1 7-----T-_ 00
18. Amount of Line 14 taxable at collateral rate (18) .DO X 1 C�k r
DO G
19. Principal Tax Due 42,27
TAX CREDITS: f � L7
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID - v �!�'�=i
DATE NUMBER INTEREST/PEN PAID (-0
07-17-2013 (0017897 1,473.68 28,000.0 ?
07-17-2013 CDO17898 631 .58 12,000.00
09-10-2013 CDO18130 .00 3,860:4 p' j
04-28-2014 (0019081 .00 1,304.3 CJ
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-29-2014 TOTAL TAX PAYMENT 47,270.04
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.48
TOTAL DUE 10.48
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, YOU MAY BE DUE }
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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