HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX pennsytvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX it
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX
01
HARRIISBURG6PA 17128-0601 RECORDED OFFICE O F
REGISTER GF WILLS DATE 01-19-2015
ESTATE OF HALTEMAN GLADYS I
MIS JnN 20 PM 12 12 DATE OF DEATH 01-13-2014
FILE NUMBER 21 14-0114
CLEF,' Or COUNTY CUMBERLAND
HUGHES ESQ J,Q,gRA N SPS)4 n ACN 101
# RO rt�Utt Ft APPEAL DATE: 03-20-2015
354 ALEXANDER �S�P � R�- �� �',"; (See reverse side under Objections)
CARLISLE PA 17015-7451 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THISLINE � RETAIN-LOWER-PORTION FOR YOUR RECORDS
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HALTEMAN GLADYS IFILE NO. :21 14-0114 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) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 285.00 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) 340,979.70
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 341 ,264.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29,4 01 .81
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 30 ,063. 12
11. Total Deductions (11) 59,464.93
12. Net Value of Tax Return (12) 281,799.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 281,799.77
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) 7R1 .799-77 X 045 = 12,680.99
17. Amount of Line 14 at sibling rate C17) _nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,680.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-10-2014 CDO19003 634.05 13,300.00
TOTAL TAX PAYMENT 13,934.05
BALANCE OF TAX DUE 1,253.06CR
INTEREST AND PEN. .00
TOTAL DUE 1,253.06CR
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. v\n\