HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 178F_ aRDED OFFICE OF
REGISTER OF WILLS DATE 12-22-2014
ESTATE OF ALBRIGHT SARA F
OEC 19 . ,9FI 1117 DATE OF DEATH 11-27-2013
CLERK OF FILE NUMBER 21 13-1338
COUNTY CUMBERLAND
KELLY EORPHANTOOKIRT H ACN 101
STE 4�ILM n I A"D C1, PA APPEAL DATE: 02-20-2015
400 B I-DGRRIT- " (See reverse side under Objections)
NEW CUMBERLAND PA 17070-1936 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-
RiV:-1-547--Ei--AFP-i-1-1--i-4-)-NOTICE--O-F-INHERITANCE--TAX--APP-R-A-li-E-M-E;i-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALBRIGHT SARA FFILE NO. :21 13-1338 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) 116,325.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,000.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .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) 37,213.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 41,229.00
8.
Total Assets (8) 199,767.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11,122.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 6,60 6.00
11. Total Deductions (11) 17,728.00
12. Net Value of Tax Return (12) 182,039.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 182,039.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 182.07.9-00 x 045 = 8,191.76
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)= 8,191 .76
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-15-2014 CDO19552 .00 8,191.76
TOTAL TAX PAYMENT 8,191.76
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.