HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
sFIC'E OPPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF RfieX0&AEQAW OF DEDUCTIONS AND ASSESSMENT OF TAX I
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HARRISBURG PA 17128-0601
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29 rpn 12 29 DATE 12-29-2014
ESTATE OF TRACE ROBERT W
CLERK OF DATE OF DEATH 04-02-2014
ORNANS' COURT FILE NUMBER 21 14-0390
k- COUNTY CUMBERLAND
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MA'RK' W ACN 101
4833 SPRING RD APPEAL DATE: 02-27-2015
SHERMANS DALE PA 17090-8313 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS
Ri-V---li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--O-F--INHERITANCE-TAX--APP-R-Aii-E-M-E;i-,--ALLOWANCE-Oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TRACE ROBERT WFILE N0. :21 14-0390 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 0) (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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 58,390.68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
8. Total Assets 58,390.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,475.83
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,258.78
11. Total Deductions (11) 8,734.61
12. Net Value of Tax Return (12) 49,656.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,500.00_
14. Net Value of Estate Subject to Tax (14) 48,156.07
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) -nfl 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) 48,156.07 x 15 = 7,223.41
19. Principal Tax Due (19)= 7,223.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-19-2014 CDO19328 226.32 4,300.00
08-27-2014 CDO19613 .00 2,697. 11
TOTAL TAX PAYMENT 7,223.43
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
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.