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 BX
HARRIOSBURG280601 PA 17128-0601 RECORDED OFFICE OF
REGISTER OF MILLS DATE 10-21-2014
ESTATE OF RICHARDS MARY V
M4 HT 20 Fn 12 13 DATE OF DEATH 09-14-2013
FILE NUMBER 21 14-0577
C L F COUNTY CUMBERLAND
GREENE ESQ CA, ACN 101
STE C100 6WR'iS, I I") APPEAL DATE: 12-20-2014
555 GETTYSBURG MW R L,',;I". � '.. I A (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1► RETAIN LOWER PORTION FOR YOUR RECORDS 4- -------------------
E 154 6-1----F N�ERiTiNiE-iAi-iPPiAiS-MENT--iLEOWANEE OR
X AF 0 - 3) NOTICE CE 0 i
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICHARDS MARY VFILE N0. :21 14-0577 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,
.00 submit the upper portion
S. Closely Hold Stock/Partnership Interest (Schedule C) (3) of this
form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00i tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 590.56
6. Jointly Owned Property (Schedule F) (6) 2,105.24
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 2,695.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. costs/Misc. Expenses (Schedule H) (g)_ 2,793.98
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 6,836.00
11. Total Deductions (11) 9,629.98
12. Net Value of Tax Return (12) 6,934.18-
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 6,934. 18-
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) -[Ifl x 045 = .00
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)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
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.