HomeMy WebLinkAbout10-20-14 ED OFFICE OF
RECORDED
REGIS Tk�, !,,,F WILLS NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF fEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-15)
INHERITANCE TAX r�10,4p
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HARRIS- 28-0601
C L E R" GF DATE 10-21-2014
ESTATE OF WARNER BARBARA L
0 R DATE OF DEATH 09-03-2013
CUMBIERLI"%'eFILE NUMBER 21 13-1072
COUNTY CUMBERLAND
MATEYA MARK A ACN 101
55 W CHURCH AVE APPEAL DATE: 12-20-2014
CARLISLE PA 17013-3202 (See reverse side under Objections)
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 4--
E i:I i 4 7_a-AFP
z08:15)-NOTICE-OF INHERITANCE -APPiAiS-;ENT_,_i_L_L6W_i_NE_E0_R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WARNER BARBARA LFILE NO. :21 13-1072 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 34,538.77 credit to your account,
00 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Nbtes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 537.87
6. Jointly Owned Property (Schedule F) (6) 78,641 .04
7. Transfers (Schedule G) (7) 69,133.20
8. Total Assets (8) 182,850.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C97 6,900.01
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 9,290.91
11. Total Deductions (11) 16,190.92
12. Net Value of Tax Return (12) 166,659.96
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 166,659.96
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) 137,624.86 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 29,n3gi- I n X 045 = 1,306.58
17. Amount of Line 14 at sibling rate (17) -On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 1 ,306.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-20-2014 CDO19322 .00 1,306.58
10-14-2014 SBADJUST .00 1.82
TOTAL TAX PAYMENT 1,306.58
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.