HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDry APPR%SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DI'VWfto��fftD OFFICFQFO EDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 o- MCLS
HARRISBURG PA 17128-REGISTE 1), r '
2014 OAC 29 CM 12 L 29DATE 12-29-2014
'
L ESTATE OF MORRIS JR FRANK L
C L U K OF DATE OF DEATH 12-08-2013
FILE NUMBER 21 14-0071
ju I
ORPHAN'S' COUNTY CUMBERLAND
RADCLIFUD,
m t 101
LP �D;1ANE' ' , G ACN
3448 TR E R6 APPEAL DATE: 02-27-2015
CAMP HILL PA 17011-4438 (See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUTALONGTHIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
- - -- ---- -- --- - --- --- -
REV-li47-Ei-AF�-Cll-i4)-�OTIii-Oi-INHiiITA�EE-iiX-A��RAi-EME;T,-AELOWi;CE-�R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MORRIS JR FRANK LFILE NO. :21 14-0071 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) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00i tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 23,139.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 954.00
B. Total Assets (8) 24,093.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,203.36
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 31 619.89
11. Total Deductions (11) 14,823.25
12. Net Value of Tax Return (12) 9,270.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 9,270.56
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) 9+77n-5b x 045 = 417.18
17. Amount of Line 14 at sibling rate (17) On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 417.18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-24-2014 CDO19598 .00 417. 18
TOTAL TAX PAYMENT 417.18
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.