HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _4/� (�0 DEDUCTIONS AND ASSESSMENT OF TAX
POHBOX T280601ANCE AX Rt U I`D E D OFFICE REV-1547 EX AFP (11-14)
HARRISBURG PA 171ffEcV T rER O F WILLS
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lfJ V ILLDATE 12-29-2014
2�I�I rEC 29 PM 12 22 ESTATE OF ZERA CHESTER F
DATE OF DEATH 11-18-2011
CLERK OF FILE NUMBER 21 11-1282
SEEBERORPHANS'EW'AR%T P COUNTY CUMBERLAND
STE cUbib,BEERLAII) ;`�., PA ACN 101
APPEAL DATE: 02-27-2015
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5207 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4---
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZERA CHESTER FFILE NO. :21 11-1282 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 10,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,727.04 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,114.20
6. Jointly Owned Property (Schedule F) (6) 1,641 .70
7. Transfers (Schedule G) (7) 174,984.67
8. Total Assets (8) 198,967.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,533.85
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 95.0 0
11. Total Deductions (11) 19,628.85
12. Net Value of Tax Return (12) 179,338.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 179,338.76
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) 1 79•;;A-76 x 045 = 8,070.24
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)= 8,070.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-20-2012 CDO16411 1-:32- 81110.00-
12-22-2014 REFUND .00 38.44-
TOTAL TAX PAYMENT 8,070.24
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.