HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX ] pennsylvania
Pif�Aep'R'AIS,CME'�T LLOWANCE OR DISALLOWANCE yyLL��►►�����1 DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r �� �;DEI)U4' `i ONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION �� !, E(� REV-1547 IX AfP (08-73)
PO BOX 280601 i t ii,4(L'"• '-. ,,(fit "J
HARRISBURG PA 17126-0601
'011i AUG I I PM 3: 52 DATE 08-11-2014
ESTATE OF FOLTZ MILDRED G
DATE OF DEATH 11-18-2013
FILE NUMBER 21 14-0143
(�++��O� RPHAkSO)URr COUNTY CUMBERLAND
AWEIGLE ESQ JE YBERl.MD CO., PA ACN 101
126 E KING ST APPEAL DATE: 10.10-2014
SHIPPENSBURG PA 17257-1326 (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 •-i RETAIN LOWER PORTION FOR YOUR RECORDS l--
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REY-1547 EX AFP f08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FOLTZ MILDRED GFILE NO. :21 14-0143 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: IX) 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,
QO submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C} (3) of this form With your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 5,664.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (a) 5.664.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 1 .236.80
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1, 124.07
11. Total Deductions (11) 2,360.87
12. Not Value of Tax Return (12) 3,303.57
13. Charitable/Governmontal Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 3,303.57
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) .DO X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -Dn 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) 3,303.57 X 15 495.54
19. Principal Tax Due (19)= 495.54
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-14-2014 CD018775 18742 350.00
03-27-2014 CDO18942 .00 127.12
TOTAL TAX PAYMENT _ 495.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. 100
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. }