HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAXDEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OFFICE
r /� c Qb-i"
REV-1547 EX AFP (11-14)
PO HARRISBURG6P/!`15fP P ME D O F F I C E O t
REGIS ; E^ CF ,''ILLS DATE 12-29-2014
2014 rIEU 29 CM 12 i-5 DATETOFODEATH 10-24-2O13R GLADYS M
FILE NUMBER 21 14-0789
CLEF.', OF COUNTY CUMBERLAND
MCCLg;�ICETAa�S' �DDNt4A L ACN 101
PO )�i�Q��2432, y APPEAL DATE: 02-27-2015
ID LLW'I n-' CA 92549-2432 (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
-------------------
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MASONHEIMER GLADYS MFILE NO. :21 14-0789 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( 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 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) 16,000.0 0
6. Jointly Owned Property (Schedule F) C6) 14,418.87
7. Transfers (Schedule G) (7) 78,097.99
8. Total Assets (8) 108,516.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,4 32.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 12,432.46
12. Net Value of Tax Return (12) 96,084.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 96,084.40
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 9A.0A4.40 X 045 = 4,323.80
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)= 4,323.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-22-2014 CDO19583 .00 4,323.80
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-23-2014 TOTAL TAX PAYMENT 4,323.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.28
TOTAL DUE 10.28
* 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. (�