HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTE-I" OF
DATE 11-17-2014
HIN NOU 2_9 FM 1 13 EST
F OS ELEANOR A
DATE OFATE ODEATH 1 R
0S-25-2013
C L E RK 0 F FILE NUMBER 21 13-1215
OLSEN LiaRRAi A I!SJ 0 0 G,- COUNTY CUMBERLAND
ACN 101
STE 202CUM BEF APPEAL DATE: 01-16-2015
' 7
2000 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 Amount Remittedl
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 +-
R ----iNHEiITANEE-T�i-A��RAIiEME;i,-AEEOWA;EE OR
ii:15 7 E AFP 08- 3) TIC OF
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROSS ELEANOR AFILE NO. :21 13-1215 ACN: 101 DATE: 11-17-2014
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 CSchedule 8) (2) 357,385.75 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 33,389.84
6. Jointly Owned Property (Schedule F) C6)- .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 390,775.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,690.94
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 8,963.75
11. Total Deductions (11) 18,6'54.67
12. Net Value of Tax Return C12) 372,120.92
15. Charitable/Governmental Requests; Non-elected 9115 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 372,120.92
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) 172.1 2n -92 X 045 = 16,745.44
17. Amount of Line 14 at sibling rate (17) -na x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 16,745.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-20-2014 CDO18680 831 .58 15,800.00
07-14-2014 CDO19423 .00 113.86
TOTAL TAX PAYMENT 16,745.44
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. N9