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HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX pennsyLvania AP-PRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF I t EFAXESr7F!CE OFOF DEDUCTIONS AND ASSESSMENT OF TAX 17 TA"1)74t INHERITANCE iTW " "I REV-1547 EX AFP (08-13) PO BOX 280601 E) I cj 7 C,7 i LL S 10 HARRISBURG PA ItI -8-0 - 2014 NH 19 7 DATE 11-03-2014 ESTATE OF DEBRUNNER AGNES M DATE OF DEATH 03-11-2014 ORPHAINS' FILE NUMBER 21 14-0552 COUNTY CUMBERLAND DEBVyN1'J;ERL,',"' CHA.RLES',. ACN 101 2312 VALLEY RD APPEAL DATE: 01-02-2015 HARRISBURG PA 17104-1432 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17015 CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS 4- - -- ---- -------------------------------------- REV-1547 -- -- ---Ei--A-F�-i-0-8--i-s-)-;5-TiEi-OF-INHEiITAEXARAIEME , AOWCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: DEBRUNNER AGNES MFILE NO. :21 14-0552 ACN: 101 DATE: 11-03-2014 TAX RETURN WAS: C 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) C2) .00 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,364.03 6. Jointly Owned Property CSchedule F) C6) 4,119.99 7. Transfers CSchedule G) C7) .00 8. Total Assets (8) 12,484.02 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5,337.52 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,90 5.06 11. Total Deductions (11) 10,242.58 12. Net Value of Tax Return (12) 2,241.44 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00 14. Net Value of Estate Subject to Tax (14) 2,241.44 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 C16) 2,241 -44 x 045 = 100.86 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)= 100.86 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 06-05-2014 CDO19257 5.03 95.55 10-27-2014 SBADJUST .00 .28 TOTAL TAX PAYMENT 100.86 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.