HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
P RAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF IA CI(ALITt�9A�1XB'rFFICE HOF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547
EX AF REVENUE
INHERITANCE T IA�V favi! ��} WILLS � REV-1547 EX AFP (11-14)
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2Q1g OEC 2(j GM 12 24 DATE 12-29-2014
�i ESTATE OF CRAIG BARBARA
CLk ,r� OF DATE OF DEATH 11-14-2013
ORPHANS COURT FILE NUMBER 21 14-0138
COUNTY CUMBERLAND
SHIEtiLDS.CIJII ,.," CHARL,E'_SA E ACN 101
6 CLOUSER RD APPEAL DATE: 02-27-2015
MECHANICSBURG PA 17055-9751 (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 F--
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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: CRAIG BARBARA FILE NO. :21 14-0138 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) C2) .00 credit to your account,
S. 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) .00
6. Jointly Owned Property (Schedule F) (6) 89,019.49
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 89,019.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,2 04. 11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 41 ,056.63
11. Total Deductions C11) 46,260.74
12. Net Value of Tax Return (12) 42,758.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 42,758.75
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) 449- 14 X 045 = 21. 11
17. Amount of Line 14 at sibling rate (17) n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 42,289.61 X 15 = 6,343.44
19. Principal Tax Due (19)= 6,364.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-12-2014 CDO18753 250.00 4,750.00
08-15-2014 CDO19553 .00 1,364.55
12-22-2014 SBADJUST .00 .11
TOTAL TAX PAYMENT 6,364.55
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.