HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES DEDUCTIONS AND ASSESSMENT OF TAX -_ +
INHERITANCE TAX DIVISIO pC�}(�DD{� OFFICE-OF REV-1547 EX AFP (11-14)
PO BOX 280681 E
HARRISBURG PA 17120-060 IS
T R OF
WILLS 1`E J V DATE 12-22-2014
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ODEATH 130-2012YESRS ANDRA L
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CLERK OF FILE NUMBER 21 12-1339
CQU'111 COUNTY CUMBERLAND
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10 E HMMS,- MID C` ., Pia ACN APPEAL DATE: 02-20-2015
CARLISLE PA 17013-3015 (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 •--I RETAIN LOWER PORTION FORYOURRECORDS 4-- ---------------
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REV-1547 EX AFP Cil-14) NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS SANDRA LFILE NO. :21 12-1339 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 114,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 114,900.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm'. Costs/Misc. Expenses (Schedule H) (9) 27,261 ,01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 57-82
11. Total Deductions (11) 27,318.83
12. Net Value of Tax Return (12) 87,581.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 132,542.11
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) I3->.549_ I 1 X 045 = 5,964.39
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)= 5,964.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-29-2013 CDO18080 .00 2,023.24
09-23-2014 CDO19709 124.42- 4,065.57
12-15-2014 SBADJUST .00 1.29
TOTAL TAX PAYMENT 5,964.39
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.