HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX7pennsytvania
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BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ZREV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF WINTERS RAYMOND S
DATE OF DEATH 03-08-2014
FILE NUMBER 21 14-0267
COUNTY CUMBERLAND
MOSEBEY SETH T ACN 101
10 E HIGH ST APPEAL DATE: 12-05-2014
CARLISLE PA 17013-3015 (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 4-- -------------------
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jE�:li4�--X-iF�-iOi:li)-N5TiCE-Oi-INHERiTiNCE-iAi-iPPiAiSiME�T,-iLEOWiNEE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WINTERS RAYMOND SFILE NO. :21 14-0267 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) C2) 110.00 credit to your account,
3. Closely Hold 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) 79,267.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,000.00
8. Total Assets (8) 80,377.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,187.50
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 31 ,250.41
11. Total Deductions (11) 36,437.91
12. Net Value of Tax Return (12) 43,940.00
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) •0_0
14. Net Value of Estate Subject to Tax (14) 43,940.00
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 assessecbto date
ASSESSMENT OF TAX: = C) _I_- M
15. Amount of Line 14 at spousal rate (15) .00 X3:bq5j C-3 ca 0
CO
16. Amount of Line 14 taxable at lineal rate (16) 4A.940-nn x i-;9 4 =1 i,7,�*0
17. Amount of Line 14 at sibling rate (17) nn x�2-:'.
0
18. Amount of Line 14 taxable at collateral rate (18) .00 X11
19. Principal Tax Due C(19)., 1 1 9:77030
TAX CREDITS:
DISCOUNT 7
PAYMENT RECEIPT AMOUNT PAID C'>
DATE NUMBER INTEREST/PEN PAID (-) rn
05-28-2014 CDO19210 98.86 1,878,_4:3
09-29-2014 SBADJUST .00 .01 Cn
TOTAL TAX PAYMENT 1,977.30
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
I 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.