HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
HARRISBURG
PO BOX 280601- OFFICE OF
DATE 02-02-2015
ESTATE OF HUSSON MARY M
nis 2 FM 1 20 DATE OF DEATH 12-10-2013
FILE NUMBER 21 13-1324
COUNTY CUMBERLAND
SHEfqp E
'��_UDT?EW C
I-) V ACN 101
1AWRKETr-ST, APPEAL DATE:
04-03-2015
P (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 Amount Remitted I 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 +-
---------------
REY-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUSSON MARY MFILE NO. :21 13-1324 ACM: 101 DATE: 02-02-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 118,000.03 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 38,789.83 credit to your account,
3. Closely Held Stook/Partnership Interest (Schedule C) (3) .00 submit the upper portion
- of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 12,379.24tax 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
B. Total Assets (8) 169,169.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,470.60
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 41 ,765.73
11. Total Deductions (11) 59,236.33
12. Net Value of Tax Return (12) 109,932.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 109,932.74
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 cis) 00 1 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 09.932-74 x 045 = 4,947.28
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)= 4,947.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-07-2014 CDO18861 247.36 51000.00
TOTAL TAX PAYMENT 5,247.36
BALANCE OF TAX DUE 300.08CR
INTEREST AND PEN. .00
TOTAL DUE 300.08CR
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.