HomeMy WebLinkAbout10-27-14 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
HARRISBURG PA 17128-0601 RECORD"D OFFICE OF
REGI STI 1-1 (3F 1.`f I I LS DATE 10-27-2014
ESTATE OF TRITT NANCY C
?019 DCUT 27 IM 12 Y3 DATE OF DEATH 02-14-2013
FILE NUMBER 21 13-0209
COUNTY CUMBERLAND
ROMINGER ESQ 101
ACN
155 S HANOVER ST APPEAL DATE: 12-26-2014
CARLISLE CUFVAB _t0-13 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TRITT NANCY CFILE NO. :21 13-0209 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00, credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .
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) 332,729.16
6. Jointly Owned Property (Schedule F) (6) 6,001 .15
7. Transfers (Schedule G) C7)- .00
S. Total Assets (8) 338,730.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,584.01
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 16,800.41
11. Total Deductions (11) 36,384.42
12. Net Value of Tax Return (12) 302,345.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 302,345.89
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) -nn, x 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 302,345.89 x 15 = 45,351.88
19. Principal Tax Due (19)= 45,351.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
INTEREST IS CHARGED THROUGH 11-11-2014 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 45,351-88
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1,346.23
TOTAL DUE 46,698.11
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.
REV-1470EX(01-90) `
pennSytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Nancy Tritt 2113-0209
REVIEWED BY ACN
Shannon E Baker 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E The value of litigation referenced on Schedule I has been suspended from the
appraisement of the return until the final value can be determined.
A supplemental return must be filed when the value of the suspended item is
determined.
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