HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX '¢ pennsyLvarna
BUREAU OF INDIVIDUAL TAXES
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DT 0 DEDUCTIONS AND ASSESSMENT OF TAX
Iffb{� ED i �` �� REV-1547 EX AFP (11-14)
PO BOX 280601 �'([[,,11�i X133 U
HARRISBURG PA 17128gt¢ j ST-? CF Ct.I LLS 015
DATE
His{r'( ESTATE OF WHISLERVERA L
��Q� L0 - 12 12
DATE OF DEATH 04-09-2012
EW
C,LETdi 0+ FILE NUMBER 21 12-0502
SHEELY EWPHAtA DDkEJd.C , COUNTY CUMBERLAND
101
127 S "hi� ' + - ACN APPEAL DATE: 03-20-2015
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS ---
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHISLER VERA LFILE NO. :21 12-0502 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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) C2) .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) .00
8. Total Assets (8) . 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) . 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,596.05
11. Total Deductions C11) 6,596.05
12. Net Value of Tax Return (12) 6,596.05-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 271 ,207.70
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 271 •2n7-7n X 045 = 12,204.33
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,204.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-22-2012 CD016162 605.26 11,500.00
01-04-2013 CDO17008 .00 395.92
TOTAL TAX PAYMENT 12,501. 18
BALANCE OF TAX DUE 296.85CR
INTEREST AND PEN. .00
TOTAL DUE 296.85CR
* 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. \\n\
i
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,P8- 0
DECEDENT'S NAME FILE NUMBER
Whisler, Vera 2112-0502
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
I
Accepted additional deductions.
Forwarded to Post Assessment Review Unit in reference to the reduction to schedule A.
i
I
I
I
t
I
I
I
ROW Page 1