HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIV�EV ORDER OFFI/+ FO�EDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601 f�((CC t/ f�V ll( v
HARRISBURG PA 17128-96&ln I [l /�C WILLS
f(Ll� II J( DATE 11-10-2014
2011 NOU 10 Prj 12 55 ESTATE OF SCHMIDT ANN L
DATE OF DEATH 12-04-2013
RR CLER;;' rr0 FILE NUMBER 21 14-0410
ERNICO EUPHA��JEFFRIEY' A COUNTY CUMBERLAND
, •- a ACN 101
3401 NCf Rf[S�TREET„� S -' % APPEAL DATE: 01-09-2015
PO BOX 5950 (See reverse side under Objections)
HARRISBURG PA 17110-0950 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
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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: SCHMIDT ANN LFILE NO. :21 14-0410 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) 791 .8 0
6. Jointly Owned Property (Schedule F) (6) 127,897.50
7. Transfers (Schedule G) (7) 11,818.21
8. Total Assets (8) 140 ,507.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,201 .20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 87,717.80
11. Total Deductions (11) 97,919.00
12. Net Value of Tax Return (12) 42,588.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 42,588.51
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) 42•QRS-r;1 X 045 = 1,916.48
17. Amount of Line 14 at sibling rate (17) -(10 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 1 ,916.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-10-2014 CDO19417 .00 1,916.48
TOTAL TAX PAYMENT 1,916.48
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. `