HomeMy WebLinkAbout10-27-14 NOTICE OF INHERITANCE TAX __r A pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAXREV-1547 EX AFP (08-13)
HARRISBURG
PO BOX 2806PA 17128-0601 01 RECORDED OFFICE OF '
REGIS' ';FILLS DATE 10-27-2014
FIZGRALD
?019 OCT 27 FM 12 92 DATEESTATE OFOF DEATH 11-T02-E2013 ISABEL D
FILE NUMBER 21 14-0041
CLE., C' COUNTY CUMBERLAND
BACH WP,R,
,NE-Y, I --
I0 U - ACN 101
352 S SPORTIngfV APPEAL DATE: 12-26-2014
MECHANICSBUR 1705-0 (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 -10 RETAIN LOWER PORTION FOR YOUR RECORDS 4-
R-i:li47-Ei-AF�-COS-i3)-�6TIEi-OF-iNHEiITA�EE-TiX-A��RAIiEME�i,-AEEOW��CE-5i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FITZGERALD ISABEL DFILE NO. :21 14-0041 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
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 Held Stock/Partnership Interest (Schedule C) (3) .
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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 00
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 7,404.94-
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) -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) .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.
REV-1470-9-X(01-10)
enns tvania
P Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENTS NAME FILE NUMBER
Isabel Fitzgerald 2114-0041
REVIEWED BY ACN
Joseph -Agent#94 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Forwarded to Post Assessment Review Unit in reference to the request to move the item
originally reported on Schedule F item #2 to Schedule E.
Attempting to file an amended return will result in a delay in processing. Requests for
administrative corrections to address factual errors may be addressed directly to the
Post Assessment Review Unit.
ROW Page-1