HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX .; Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION /� � REV-1547 EX AFP C11-14)
HARRPO ISBURG6P/C 17 2 b,O E D OFFICE v F
REGIS i E" CF 'r°/ILL S
DATE 01-19-2015
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?015 0 PM �2 11 1, ESTATE OF HOERNER ANNE S
U J ii 1 DATE OF DEATH 01-03-2014
CLF-:, G' FILE NUMBER 21 14-0029
1.DUNCO�I;( HAN" CWI'LLIAM A COUNTY CUMBERLAND
ACN 101
1 swhvr'ROW _ APPEAL DATE: 03-20-2015
CARLISLE PA 17013-3019 (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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOERNER ANNE SFILE NO. :21 14-0029 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 159,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 30,563.39 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 138,322.80
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers CSchedule G) (7) 362,885.00
8. Total Assets (8) 690 ,771.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 38,5 93.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,615.55
11. Total Deductions (11) 49,208.96
12. Net Value of Tax Return C12) 641,562.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 641 ,562.23
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) 441 ,542-23 X 045 = 28,870.30
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)= 28,870.30
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-24-2014 CDO18923 1,052.63 20,000.00
09-08-2014 CDO19646 .00 7,817.70
TOTAL TAX PAYMENT 28,870.33
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* 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.