HomeMy WebLinkAbout11-17-14 NOTICE OF INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIO rr nn n n `^;DEDUCTIONS AND ASSESSMENT OF TAX ----- -- REV-1547 EX AFP (08-13)
PO BOX 280601 Rr-CCORDED OFF. t
HARRISBURG PA 17128-0601_ 1�! tr r ,I L L S
I!3` 1 DATE 11-17-2014
,0314 NH 17 t•': i 11 2Z ESTATE OF ALLEMAN ROXANNE R
DATE OF DEATH 12-16-2013
CLE!,:; OF FILE NUMBER 21 13-1330
CARCIA ORPHt wAurrA0` P4 COUNTY CUMBERLAND
101
219 GOLDCQJ R}� �-R'.i• ~ ACN APPEAL DATE: 01-16-2015
PALMYRA PA 17078 (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
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALLEMAN ROXANNE RFILE NO. :21 13-1330 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 133,000.00 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) 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,000.0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 146,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,64 6.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 97,591 . 0 0
11. Total Deductions (11) 107,237.00
12. Net Value of Tax Return (12) 38,763.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 38,763.00
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) 3R.763-nn X 045 = 1,744.34
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,744.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-23-2014 C6019449 .00 1,879. 00
TOTAL TAX PAYMENT 1,879.00
BALANCE OF TAX DUE 134.66CR
INTEREST AND PEN. .00
TOTAL DUE 134.66CR
* 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) µ,
•
Y pennsytvarna INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN14134008
PO Box280601
MARRISBURG,
PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Roanne A. Alieman 2113-1330
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Total on Schedule I was not correctly carried forward to recapitulation page.
ROW Page 1