HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAX j 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)
PO BOX 280601 `j ( r r ICE
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HARRISBURG PA 1 M 601 L t�
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DATE 02-02-2015
701S 2 Gm 1 20 ESTATE OF BRANNAN NETTIE L
FEBL fi DATE OF DEATH 12-15-2013
FILE NUMBER 21 14-0021
L '"' f COUNTY CUMBERLAND
OLSENP�j ' ', ACN 101
STE �(( +t APPEAL DATE: 04-03-2015
2000N ESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 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 E-
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRANNAN NETTIE LFILE NO. :21 14-0021 ACN: 101 DATE: 02-02-2015
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 CSchedule B) (2) 1,749.12 credit to your account,
S. 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) 25,026.30
6. Jointly Owned Property CSchedule F) (6) 75P950.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 102,725.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,277. 11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,248.95
11. Total Deductions (11) 14,526.06
12. Net Value of Tax Return (12) 88,199.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 88,199.36
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 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) - nnx 045 = .00
17. Amount of Line 14 at sibling rate (17) n01 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 88,199.36 x 15 = 13,229.90
19. Principal Tax Due (19)= 13,229.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-14-2014 CDO18896 661.50 13,000.00
TOTAL TAX PAYMENT 13,661.50
BALANCE OF TAX DUE 431.60CR
INTEREST AND PEN. .00
TOTAL DUE 431.60CR
* 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. J\