HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsyLvania
' IND.IVIDUAL TAXES APPRAIMMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
Po Box 280601 RECORDED OFFICE OF
HARRISBURG PA 171`2B-0601
REGISTER OF WILLS DATE 12-22-2014
ly 17 ESTATE OF FRITZ DONNA i
L 1i DATE OF DEATH 06-24-2013
CLERK OF FILE NUMBER 21 13-1009
BANGS ORPHANSMiWil L COUNTY CUMBERLAND
ACN 101
429 !tGRTJEIEA?1D, Cr,,.,
_ f ilk APPEAL DATE: 02-20-2015
CAMP HILL PA 17011-5902 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP �I1-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRITZ DONNA JFILE NO. :21 13-1009 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 158,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule 0 (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) 105,964.11
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 263,964.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,820.78
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 6.05 3.29
11. Total Deductions (11) 17,874.07
12. Net Value of Tax Return C12) 246,090.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 246,090.04
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 (is) .00 X 00 ft . 00
16. Amount of Line 14 taxable at lineal rate (16) 244,n9fl-Q4 x 045 = 11,074.05
17. Amount of Line 14 at sibling rate (17) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 11,074.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-14-2014 CDO19547 129.85- 11,207.53
TOTAL TAX PAYMENT 11,077.68
BALANCE OF TAX DUE 3.63CR
INTEREST AND PEN. .00
TOTAL DUE 3.63CR
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.