HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF HAIR CHLOE M
DATE OF DEATH 09-13-2013
FILE NUMBER 21 13-1166
COUNTY CUMBERLAND
SAIDIS ROBERT C ACN 101
26 W HIGH ST APPEAL DATE: 12-05-2014
CARLISLE PA 17013-2922 (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
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF. HAIR CHLOE MFILE NO. :21 13-1166 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: ( X) 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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
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) 35,950.72
6. Jointly Owned Property (Schedule F) (6) 13,919.61
7. Transfers (Schedule G) (7) .00
B. Total Assets (a) 49,870.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc, Expenses (Schedule H) (9) 8,356.14
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,136.96
11. Total Deductions (11) 10,493.10
12. Net Value of Tax Return (12) 39,377.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) '00
14. Not Value of Estate Subject to Tax (14) 39,377.23
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) 19,377-21 X 045 = 1,771.98
17. Amount of Line 14 at sibling rate (17) -nn x 12 = v .00
18. Amount of Line 14 taxable at collateral rate (18) .00 XL4 5 = a-1 0
M,
19. Principal Tax Due L; 98
TAX CREDITS: cr>
PAYMENT RECEIPT DISCOUNT (+) 1:)_ r-
r'71
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID :z
C-1)
12-11-2013 CDO18516 88.60 1,750.00
09-29-2014 REFUND .00 6 6.&2
<:>
r- M
co
TOTAL TAX PAYMENT C-q ,771.48
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.