HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIV r APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVtlspftdrft�+i D� OFFICLOFODEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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HARRISBURG6PA 17128-RZCIST-.R OF WILLS
2019 riLC 29 F, r, 12 2'[, DATE 12-29-2014
C " JJ ESTATE OF BRITT BERNARD J
C�FFfi 7F DATE OF DEATH 11-21-2013
FILE NUMBER 21 14-0614
ORPHANS' COURT COUNTY CUMBERLAND
GREENEffQ F7rL-ESSICA , F..; ACN 101
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STE C100 APPEAL DATE: 02-27-2015
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: BRITT BERNARD JFILE NO. :21 14-0614 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) .00 credit to your account,
3. 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) 41,990.59
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
S. Total Assets c8) 41 ,990.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,9 20.52
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 15,920.52
12. Net Value of Tax Return C12) 26,070.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 26,070.07
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) 2A.n7n_n7 X 045 = 1,173. 15
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)= 1,173. 15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-21-2014 CDO19575 .00 1,173. 15
TOTAL TAX PAYMENT 1,173. 15
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.