HomeMy WebLinkAbout12-15-14 L e NOTICE OF INHERITANCE TAX _` pennsyLvarna
BUREAU OF INDI p� a�i �li SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DI &O DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 GI ST E R OF WILLS REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-
2(l1 DEC 15 RM 12 12 DATE 12-15-2014
t!1 _ ESTATE OF BIGGS NANCY
CLERK O DATE OF DEATH 02-25-2014
ORPHANS' c,(j(,jRT FILE NUMBER 21 14-0330
CONNELLC /SER RR C*�Ak" E f' COUNTY CUMBERLAND
ACN 101
2303 MARKET ST APPEAL DATE: 02-13-2015
CAMP HILL PA 17011-4627 (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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIGGS NANCY FILE NO. :21 14-0330 ACN: 101 DATE: 12-15-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) 9,9 22.30 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 46,619.92
6. Jointly Owned Property (Schedule F) (6) 20,864.36
7. Transfers (Schedule G) (7) 81,270.43
8. Total Assets c8) 158,677.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,4 53.4 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 423.99
11. Total Deductions (11) 12,877.42
12. Net Value of Tax Return (12) 145,799.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 145,799.59
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) 149;.799-59 x 045 = 6,560.98
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,560.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-20-2014 CD019191 328.05 6,304.38
12-08-2014 REFUND .00 71 .45-
TOTAL TAX PAYMENT 6,560.98
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.