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 BOHARRISBUR 1z X 28 V90 10"b-0:6 61 OFFICE OF
REGIS ER OF WILLS DATE 11-17-2014
ESTATE OF SNYDER NANCY L
U1 U24 F M 1 116 DATE OF DEATH 02-09-2014
FILE NUMBER 21 14-0146
CLER;', OF COUNTY CUMBERLAND
S74qis, nuC-ONRAD F ACN 101
tj 1% 1
@7 E,04fCT ' 21228-1768 APPEAL DATE: 01-16-2015
AT 6�SWI L L E i) C (See reverse side under Objections)
Amount Remittedi
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 4—
R-EV:-1-54-7--Ei--AFP-i-0-8:i-3-)-NOTICE--O-F-INHERITANCE--TAX--APP-R-A-Iii-M-ENi-,--AEE-O-W-A;-C-E-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SNYDER NANCY LFILE NO. :21 14-0146 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) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) 61,393.34
6. Jointly Owned Property (Schedule F) C6) 16,286.11
7. Transfers (Schedule G) (7, 323,498.09
S. Total Assets (8) 401,177.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,236.55
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1 ,606.92
11. Total Deductions (11) 20,843.47
12. Net Value of Tax Return (12) 380,334.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 380,334.07
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) iRn,3A4-t17 x 045 = 17,115.03
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 x 15 = .00
19. Principal Tax Due (19)= 17, 115.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-06-2014 CDO19128 855.75 20,000.00
TOTAL TAX PAYMENT 20,855.75
BALANCE OF TAX DUE 3,740.72CR
INTEREST AND PEN. .00
TOTAL DUE 3,740.72CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE (j�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.