HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX Penns ytvania
k-L: DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIRSOMSFD 0FF#CFR4PEMENT, ALLOWANCE OR DISALLOWAI
INHERITANCE tFLTEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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HARRISBURG PA 17128-0601
?C19 OAC 29 Fn 12 23 DATE 12-29-2014
ESTATE OF HURSH GRACE I
CLER'i� OF DATE OF DEATH 11-28-2013
ORPHANS' COU'RT FILE NUMBER 21 13-1276
COUNTY CUMBERLAND
HURSHRDENNISACN 101
60 N UNION ST APPEAL DATE: 02-27-2015
MIDDLETOWN PA 17057-1429 (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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(11-14) NOTICE-0------------------------------------
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HURSH GRACE IFILE N0. :21 13-1276 ACN: 101 DATE: 12-29-2014
-TAX RETURN WAS: ( 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) 375,989.15 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest CSchedule C) (3) .
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) 25,480. 12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 401 ,462.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,866.09
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 521 .49
11. Total Deductions (11) 15,3'87.58
12. Net Value of Tax Return (12) 386,081.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 386,081.69
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) ARA.ORI -49, X 045 = 17,373.68
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)= 17,373.68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-24-2014 CDO18809 867.37 - 16,480.00
08-28-2014 CDO19619 .00 26.43
TOTAL TAX PAYMENT 17,373.80
BALANCE OF TAX DUE . 12CR
INTEREST AND PEN. .00
TOTAL DUE .12CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.