HomeMy WebLinkAbout10-27-14 NOTICE OF INHERITANCE TAX `'`` ni
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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
RECORDED OFFICE OF DATE 10-27-2014
RECISTE", C,_ ',''11-L S ESTATE OF LINE HENRY
DATE OF DEATH 02-25-2014
2019 OPT 27 PM 41.2 '13 FILE NUMBER 21 14-0349
COUNTY CUMBERLAND
PROCTOR J JAMES 6 ACN 101
STE 202 C L APPEAL DATE: 12-26-2014
35 E HIGH ST ORPHA,',,,' r (See reverse side under Objections)
CARLISLE Pffi'& i
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LINE HENRY FILE NO. :21 14-0349 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 (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 10,943.82 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) 2,659.89
6. Jointly Owned Property (Schedule F) (6) 16,684.10
7. Transfers (Schedule G) (7) 86,724.66
B. Total Assets (8) 117,012.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,945.01
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1,138.42
11. Total Deductions (11) 12,083.43
12. Net Value of Tax Return (12) 104,929.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 104,929.04
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 cis) 18,204.38 x 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) R6,724-66 x 045 = 3,902.61
17. Amount of Line 14 at sibling rate C17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 3,902.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
05-27-2014 CDO19206 .00 3,295.54
PAYMENT MUST BE MADE BY 11-25-2014*. TOTAL TAX PAYMENT 3,295.54
BALANCE OF TAX DUE 607.07
INTEREST AND PEN. .00
TOTAL DUE 607.07
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 EX(01-10)
pennSytvanla INHERITANCE TAX
1 DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Henry Line 2114-0349
REVIEWED BY
C. Moyer ACN 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The math error on the tax due calculation has been corrected.
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