Loading...
HomeMy WebLinkAbout01-12-15 NOTICE OF INHERITANCE TAX rT-t- pennsyLvania APPRAISEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q5_V INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 01-12-2015 ESTATE OF PRICE ETHEL D DATE OF DEATH 12-15-2013 FILE NUMBER 21 14-0039 COUNTY CUMBERLAND MOSEBEY SETH T ACN 101 10 E HIGH ST APPEAL DATE: 03-13-2015 CARLISLE PA 17013-3015 (See reverse side under Objections) Amount Remittedl 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 +-REY-1547 EX AFP C11-14} NOTICE --------------- ---0-F-INHERITANCE--TAX--A-PP-R-A-Iii-M-E-Ni-,--ALLOWANCE--Oi DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: PRICE ETHEL DFILE NO. :21 14-0039 ACN: 101 DATE: 01-12-2015 TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 185,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 0, credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00, tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 43,752.33 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) .00 S. Total Assets C8) 228,752.35 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,897.26 10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 9,700.51 11. Total Deductions (11) 45,5'97.77 12. Net Value of Tax Return (12) 183,154.56 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 183,154.56 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)- 1 83-1 54--9b- x 045 = 8,241.96 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)= 8 241.96 TAX CREDITS: lu CXI rn PAYMENT RECEIPT DISCOUNT rT1 AMOUNT PAID -4- :�o C__ 6-') DATE NUMBER INTEREST/PEN PAID co -0 =*O - (7) 03-14-2014 CDO18890 368.42 7,000. -.4 ca I rn r1i 09-04-2014 CDO19635 .00 373.5-4 r M ry Cn -,Z) C> TOTAL TAX PAYME'14TC- Ca,2 W16 BALANCE OF TAX DW cn.00 INTEREST AND PEN. C=) .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.