HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISI0 F F ffEW UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED
HARRISBURG PA 17128-060 REGISTER OF WILLS
DATE 12-29-2014
M4 olEc 29 IFM 12 24 ESTATE OF WAY MARGARET G
DATE OF DEATH 11-21-2013
CLERK OF FILE NUMBER 21 14-0085
GREENE ESQ
0 R P 111S�9
' ICC 1 S' UllF T COUNTY CUMBERLAND
A0
� " I - 101
STE C100 CUMBER! " A" ACN APPEAL DATE: 02-27-2015
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 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-
iiv:l;�7-Ei-AF�-Cli-i4)-�OTIii-Oi-INHiiITA�CE-iiX-A��RAiiEME�i,-iELOWi�CE-bi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAY MARGARET GFILE NO. :21 14-0085 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED 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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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 CSchedule E) (5) 3,200.55
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 3,200.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1,478.42
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 93,483.72
11. Total Deductions (11) 94,962. 14
12. Net Value of Tax Return (12) 91,761.59-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 91,761.59-
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) -nn x 045 = .00
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)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
TOTAL TAX PAYMENT .00
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.