HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAXI pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVI MCORDED OFFiec �rDUCTIONS AND ASSESSMENT OF TAX
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PO BOX 280601 [� t pIREV-1547 IX AFP (08-13)
HARRISBURG PA 17128-06PFCISTFR i°!
OF LLS
DATE 11-10-2014
?0'14 NOUt' 10 g1 12 54 ESTATE OF SEITZ MARGARET L
DATE OF DEATH 12-24-2013
CLFf..; C.- FILE NUMBER 21 14-0010
ORPHAN'c"' 1,07 COUNTY CUMBERLAND
WEBBERRICHARD L, , ACN 101
126 E KJ„� $Q_R+-"' ` APPEAL DATE: 01-09-2015
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SEITZ MARGARET LFILE NO. :21 14-0010 ACN: 101 DATE: 11-10-2014
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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 40,255.14
6. Jointly Owned Property (Schedule F) (6) 324,696.61
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 364,951 .75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,8 38.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 577.53
11. Total Deductions (11) 14,416.06
12. Net Value of Tax Return (12) 350,535.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 350,535.69
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) Alin.539;-69 x 045 = 15,774. 11
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)= 15,774. 11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-24-2014 CDO18917 788.71 15,000.00
11-03-2014 REFUND .00 14.60-
TOTAL TAX PAYMENT 15,774. 11
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.