HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601 RECORDED OFFICE OP
HARRISBURG PA 17128-0601 REGIfSTE.q OF WILLS
DATE 10-21-2014
21914 0'10T 20 IF 11 12 13 ESTATE OF BROWN MARY i
DATE OF DEATH 03-31-2014
CLE.7" FILE NUMBER 21 14-05".
GLEASON ESQUIDRFh!'OMAs' COUNTY CUMBERLAND
ACN 101
STE 3 CUMBERLt',N' APPEAL DATE: 12-20-2014
49 W ORANGE ST i (See reverse side under Objections)
SHIPPENSBURG PA 17257-1813 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4-
R--V:-liz-7--Ei--A-F�--C-0-8--i-3-)-;-O-T-IEi--O-F--I-N-Hii-I-T-A;E-E-ii-X--Ai,�-R-A-li-E-M-E;i-,--AEE-0-Wi�-C-E-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWN MARY JFILE NO. :21 14-0564 ACN: 101 DATE: 10-21-2014
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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 73,874.04
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 73,874.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,2 04. 11
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1 ,172.23
11. Total Deductions (11) 15,376.34
12. Net Value of Tax Return (12) 58,497.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 58,497.70
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) qR,497-7fl x 045 = 2,632.40
17. Amount of Line 14 at sibling rate (17) 00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 2,632.40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-11-2014 CDO19336 131.62 2,500.78
TOTAL TAX PAYMENT 2,632.40
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.