HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX ef 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 (11-14)
HARRISBURG PA 1 bD11DO v i't'BOX 280601
HA7iLAG&IR 3 C E OF
1
REGISTf% CF '.11''ILLS
DATE 01-19-2015
ESTATE O
Mis AN L0 FM. 12 1 DATE OFDEATH 05- ROBERT C
28-2014
_ FILE NUMBER 21 14-0540
CLE ., 0�- COUNTY CUMBERLAND
HARTMAtlRP {�4�.S�USA-W i ACN 101
1 IR I, APPEAL DATE: 03-20-2015
CARL �L B l t. . ' PA �170'13-3019 (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: HOWE ROBERT CFILE NO. :21 14-0540 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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 (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Mise. Personal Property (Schedule E) (5) 33,038.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 17,093.30
8. Total Assets C8) 50,132.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,78 6.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,28 3.56
11. Total Deductions (11) 7,069.64
12. Net Value of Tax Return (12) 43,062.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 43,062.61
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) -n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 43,062.61 X 15 = 6,459.39
19. Principal Tax Due (19)= 6,459.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-17-2014 CDO19427 322.97 6, 178.04
TOTAL TAX PAYMENT 6,501.01
BALANCE OF TAX DUE 41.62CR
INTEREST AND PEN. .00
TOTAL DUE 41.62CR
* 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.