HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX rT_1_ pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q6_ REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION
PO BOX280601
HARRISBURG PA 1712,RUORDFD OFFICE OF
REGISTER OF WILLS DATE 12-22-2014
2014 orc 1118 ESTATE OF PARSONS ELIZABETH P
L DATE OF DEATH 09-27-2013
CLERK OF FILE NUMBER 21 13-1061
COUNTY CUMBERLAND
SHEELY E�FHANA8DVYJRTC ACN 101
127 SNOM REET Pitt APPEAL DATE: 02-20-2015
PO BOX NU05 V'. .' i (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 Amount Remitted I I
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 4--
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PARSONS ELIZABETH PFILE NO. :21 13-1061 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 233,676.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) 7,507.60 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) 6,074.00
6. Jointly Owned Property (Schedule F) (6) 33,799.29
7. Transfers (Schedule G) (7) 171,437.77
8. Total Assets 452,494.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,944.47
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11 ,553.1 9
11. Total Deductions (11) 18,497.66
12. Net Value of Tax Return (12) 433,997.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 433,997.00
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) 43-5.997-011 x 045 = 19,529.87
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)= 19,529.87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-27-2014 CDO1935 .00 19,030.36
INTEREST IS CHARGED THROUGH 01-06-2015 TOTAL TAX PAYMENT 19,030.36
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 499.51
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.91
TOTAL DUE 507.42
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.
REV-1470 EX(01-10)
-~ INHERITANCE TAX
pennSytvanla EXPLANATION
DEPARTMENT OF REVENUE
OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. 6
DECEDENT'S NAME FILE NUMBER
Elizabeth P Parsons 2113-1061
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
1 10,11, Reduced to $0.00. Selling expenses are not allowable deductions when the real estate has
14,15 not been sold.
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