HomeMy WebLinkAbout01-12-15 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 17128-0601
DATE 01-12-2015
ESTATE OF BOYER ELVA M
DATE OF DEATH 01-16-2014
FILE NUMBER 21 14-0121
COUNTY CUMBERLAND
GREENE ESQ JESSICA F ACN 101
STE C100 APPEAL DATE: 03-13-2015
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 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
REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX_APPRAI;iMENi,_ALLOWANCE_6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOYER ELVA MFILE NO. :21 14-0121 ACN- 101 DATE: 01-12-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C J 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,
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) 5,862. 14
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 5,862.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,697.06
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 197.01
11. Total Deductions (11) 3,8'94.07
12. Net Value of Tax Return (12) 1,968.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 1,968.07
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 .94A-n7 x 045 = 88.56
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 -_ ;20
19. Principal Tax Due (19)=
TAX CREDITS: 6> C)
PAYMENT RECEIPT DISCOUNT �;
AMOUNT PAID '0 :z -4 dDATE NUMBER INTEREST/PEN PAID C_� 0-1 r"
V_ 1 6
09-03-2014 CDO19639 .00 88.56;,, rQ �
C>
C>
T1 C 4C1
TOTAL TAX PAYMENT : �A &o.z -C>
11
BALANCE OF TAX DUE :° C-D .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.