HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION
PP BOX 280601
OF
R E G!S T E- DATE 02-02-2015
ESTATE OF TENEYCK DOROTHY M
HIS FEB 2 F M I I g DATE OF DEATH 12-15-2013
FILE NUMBER 21 13-1329
C L COUNTY CUMBERLAND
SUSAN H ACN 101
ORPH2531 'MARKET ST APPEAL DATE: 04-03-2015
I
CUMHrFCAMP HILL, PA 17011-4642 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TENEYCK DOROTHY MFILE NO. :21 13-1329 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 269,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . ,
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,703.91
6. Jointly Owned Property (Schedule F) (6) 5,981.22
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 278,585.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23,295.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 133,828.24
11. Total Deductions (11) 157,123.74
12. Net Value of Tax Return (12) 121,461 .39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of estate Subject to Tax (14) 121,461.39
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 121 .461 _39 x 045 = 5,465.76
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)= 5,465.76
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-14-2014 CDO18895 273.29 7,351.47
TOTAL TAX PAYMENT 7,624.76
BALANCE OF TAX DUE 2,159.00CR
INTEREST AND PEN. .00
TOTAL DUE 2,159.00CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE 1JVr_ ('
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.