HomeMy WebLinkAbout01-12-15 NOTICE OF INHERITANCE TAX Qb�
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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
HARRISBURG PA 17128-0601
DATE 01-12-2015
ESTATE OF HENNESSY CLARA J
DATE OF DEATH 06-22-2009
FILE NUMBER 21 09-0619
COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOUSER RD APPEAL DATE: 03-13-2015
MECHANICSBURG PA 17055-9751 (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 E-
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HENNESSY CLARA JFILE NO. :21 09-0619 ACN: 101 DATE: 01-12-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. 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) 687.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
S. Total Assets (8) 687.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 171 .25
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 171.25
12. Net Value of Tax Return (12) 515.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 314,321 .79
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 CIS) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) Al 4.A71 -79, X 045 = 14,144.48
17. Amount of Line 14 at sibling rate (17) -0 0 X 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = � 4 X00
19. Principal Tax Duex(19)= .14,lr�b4G7 8
TAX CREDITS: y C7
PAYMENT RECEIPT DISCOUNTC+) 01
AMOUNT PAID C1
DATE NUMBER INTEREST/PEN PAID C-) M
*** SUMMARY OF ALL 06 PAYMENTS
405.00 .00
08-29-2014
7.52- 13,747.39 c') - n
TOTAL TAX PAYMENT .V 14,x}4.87
BALANCE OF TAX DUEV .39CR
INTEREST AND PEN. .00
TOTAL DUE 39CR
* 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. �Y 1