HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-RECORDED OFFICE OF
REGISTEP 01: '."'ILLS DATE 12-29-2014
2019 DEC 29 FM 12 25 ESTATE OF GARNER MILDRED L
DATE OF DEATH 07-24-2014
OF FILE NUMBER 21 14-0712
COUNTY CUMBERLAND
IRWIN III ORPHMA8 Im- ACN 101
IRWIN LQFF1 E 7),\ APPEAL DATE: 02-27-2015
64 S PI�Tu (See reverse side under Objections)
CARLISLE PA 17013-3220 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
R--V:-li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--O-F-INHERITANCE-TAX--APP-R-Aii-E-M-ENi-t--ALLOWANCE-Oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GARNER MILDRED LFILE NO. :21 14-0712 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) Cl) .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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 24,823.24
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
B. Total Assets (8) 24,823.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,989.55
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 676.63
11. Total Deductions (11) 10,666. 18
12. Net Value of Tax Return (12) 14,157.06
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) , 00
14. Net Value of Estate Subject to Tax (14) 14,157.06
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 14.19,7-nr- x 045 = 637.07
17. Amount of Line 14 at sibling rate (17) J01 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 637.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-27-2014 CDO19610 31.85 605.22
TOTAL TAX PAYMENT 637.07
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.