HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION {+ OF DEDUCTIONS AND ASSESSMENT OF TAX Z7REV-1547 IX AFP (11-14)
HARRISBURGPO BX 601 17 0'6�R D E D OFFICE OF
REGISTER OF WILLS
S
DATE 12-29-2014
2019 SLC 219 to 12 23 ESTATE OF CLELLAND CLARA R
DATE OF DEATH 05-20-2013
CLEERN' OF FILE NUMBER 21 13-1007
CEL LLANH"' �' COUNTY CUMBERLAND
�RF�} ai�JCEiJCvTH� P ACN 101
130 N 3T dJLHDUS`E R01% APPEAL DATE: 02-27-2015
CARLISLE PA 17015-9771 (See reverse side under Objections)
Amount Remitted
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
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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: CLELLAND CLARA RFILE NO. :21 13-1007 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,562.47 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 135,295.13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 136,857.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18,6 22.3 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 77,669.25
11. Total Deductions (11) 96,291 .58
12. Net Value of Tax Return C12) 40,566.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 40,566.02
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) GO •9,66-02 x 045 = 1 ,825.47
17. Amount of Line 14 at sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,825.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-18=2014 CDO19559 26.79- 1,893 00
TOTAL TAX PAYMENT 1,866.21
BALANCE OF TAX DUE 40.74CR
INTEREST AND PEN. .00
TOTAL DUE 40.74CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE (a �
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.