HomeMy WebLinkAbout11-17-14 "7
NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-15)
PO B
HARRISBURGOX280601 PA 17128130UORCED OFFICE OF
REGIS TE,`k' OF ','!J LS DATE 11-10-2014
ESTATE OF REID HERMINE M
?019 NON 17 Fin 1123 DATE OF DEATH 01-12-2012
FILE NUMBER 21 12-0129
CLE.',:' OF COUNTY CUMBERLAND
MCBRATNIFO fF,-PP.t'NMI C ArELry-1 C ACN 101
PC BOX rA7 APPEAL DATE: 01-09-2015
EXTON PA 19341 0673 (See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4--
-Ri-V:-1-5�i--Ei--A-F-P-iOS:i3)-;6TIEi-OF-iNHEiITA;EE-TiX-A��RAIiiMENi-l-AEEOWi;CE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REID HERMINE MFILE NO. :21 12-0129 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
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) C2) .00 credit to your account,
00 submit the upper portion
3. 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) .0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 34,104.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) 34,104.00
12. Net Value of Tax Return (12) 34,104.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14, Not Value of Estate Subject to Tax (14) 229,767.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 229.767-ntl x 045 = 10,339.20
17. Amount of Line 14 at sibling rate C17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 10,338.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-04-2013 CDO17131 97.49- 11,873.00
05-07-2013 CDO17574 .00 111.96
TOTAL TAX PAYMENT 11,887.47
BALANCE OF TAX DUE 1,549.47CR
INTEREST AND PEN. .00
TOTAL DUE 1,549.47CR
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.