HomeMy WebLinkAbout01-12-15 NOTICE OF INHERITANCE TAX pennsylvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX _ .___..
INHERITANCE TAX DIVISION REV-1547 EX AFP tll 24)
PO BOX 280601
HARRISBURG PA 1712E-0601
DATE 01-12-2015
ESTATE OF ZIES MARJORIE E
DATE OF DEATH 06-04-2014
FILE NUMBER 21 14-0632
COUNTY CUMBERLAND
HIPP JENNIFER B ACN 101
1 W MAIN ST APPEAL DATE: 03-13-2015
SHIREMANSTOWN PA 17011-6327 (See reverse side under Objections)
Amount Remitted i
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 4—
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REV-1547 EX AFP (11-14- NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZIES MARJORIE EFILE NO. :21 14-0632 ACN: 101 DATE: 01-12-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 133,18 1 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
.0 0 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) 2,200.00
6. Jointly Owned Property (Schedule F) C6) 8,214.65
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 143,595.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 91960.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 9,960.09
12. Net Value of Tax Return (12) 133,635.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 133,635.56
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:
V 0 q_
15. Amount of Line 14 at spousal rate (15) :00 X 00 = �S _
16. Amount of Line 14 taxable at lineal rate (16) 1 33•63ri S6 X 04g=� 13;Z1
17. Amount of Line 14 at sibling rate (17) 00 X
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1 5-1 Q CA CPU
19. Principal Tax Due Crq.D r, 13 01-11
TAX CREDITS: 3 �
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PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-) „
09-04-2014 CDO19633 300.68 5,712,92 c 2- C`7
7 W r– M
{ r
t-, to n
0
TOTAL TAX PAYMENT 6,013,60
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 100
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.