HomeMy WebLinkAbout11-24-14 APP NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF IN lb AIIE _RAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX= N, -',sOFFI E Ok DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
REV-1547 EX AFP (08-13)
HARRISBURG PA 171P85"I
2814 t,FtnV 24 FM 1 13 DATE 11-17-2014
ESTATE OF SZOLLOSY JOSEPHINE A
GLS -i 1)F DATE OF DEATH 02-01-2014
0 R P H AN S' 0 0 U'�T FILE NUMBER 21 14-0132
COUNTY CUMBERLAND
MULLtff,18 ','ELIZAB,ETHP E T_ ACN 101
100 PINE ST APPEAL DATE: 01-16-2015
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
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OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SZOLLOSY JOSEPHINE AFILE NO. :21 14-0132 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 130,000.00 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 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) 12,691 .00
6. Jointly Owned Property (Schedule F) (6) 1,841.00
7. Transfers (Schedule G) (7) 5,602.00
8. Total Assets (8) 150,134.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,597.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 120,698.00
11. Total Deductions (11) 154,295. 00
12. Net Value of Tax Return (12) 4,161.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 4,161 .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) 7.44i_nn x 045 = 335.00
17. Amount of Line 14 at sibling rate C17) On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 335.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-24-2014 CDO19470 .00 335.90
TOTAL TAX PAYMENT 335.00
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.