HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX pennsytvania
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
HARRISBURG PA 17128-0601
DATE 10-21-2014
ESTATE OF GREENAWALT JOYCE H
RECORDED' OFFICE OF DATE OF DEATH 10-10-2013
REGISTER OF 'NILLS FILE NUMBER 21 13-1167
COUNTY CUMBERLAND
ROGERS ESQ ('-Lq I T PUT A QM 12 12 ACN 101
STE 400 APPEAL DATE: 12-20-2014
635 N 12TH ST (See reverse side under Objections)
LEMOYNE PA 1rO-43L1,247 Amount Remittedi
ORPHANS' '-""UR T MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUMMERU,':1 REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GREENAWALT JOYCE HFILE NO. :21 13-1167 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C 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) 215 153.06 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 155,418.33
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 101,332.99
8. Total Assets (8) 471,904.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,521 .61
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,874.72
11. Total Deductions (11) 39,396.33
12. Net Value of Tax Return (12) 432,508.05
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 432,508.05
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 43?.Rn8_A9i X 045 = 19,462.86
17. Amount of Line 14 at sibling rate (17) -00 1 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 19,462.86
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-18-2013 CDO18554 947.37 18,000.00
06-19-2014 CDO19319 .00 515.49
TOTAL TAX PAYMENT 19,462.86
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.