HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pe11t1SJ/LVarllcl
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF WILLS
DATE 12-29-2014
� 1 DEC 29 G ESTATE OF EVANS MARGARET P
J �� 1 2 2U DATE OF DEATH 01-01-2014
FILE NUMBER 21 14-0809
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COUNTY CUMBERLAND
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20 E BURD APPEAL DATE: 02-27-2015
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PO BOX 40 'i (See reverse side under Objections)
SHIPPENSBURG PA 17257 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: EVANS MARGARET PFILE NO. :21 14-0809 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1-) •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) . 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 277,678.98
8. Total Assets (8) 277,678.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 00
12. Net Value of Tax Return C12) 277,678.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 277,678.98
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) - nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 246.825.76 X 12 = 29,619.09
18. Amount of Line 14 taxable at collateral rate (18) 30,853.22 X 15 = 4,627.98
19. Principal Tax Due (19)= 34,247.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-28-2014 CDO19611 .00. 33,321 .48
INTEREST IS CHARGED THROUGH 01-13-2015 TOTAL TAX PAYMENT 33,321 .48
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 925.59
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.89
TOTAL DUE 933.48
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.
REV-1470 EX(01-10)
® pennsyLVania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Margaret Evans 2114-0809
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J 9 A niece is considered a collateral beneficiary and is taxable at the 15 percent rate.
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