HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX Dl)�l)!N_ REV-1547 EX AFP (11-14)
T=T1B6R1G'PA'1`/i 0
DATE 02-02-2015
ESTATE OF UPDEGROVE DORIS i
DATE OF DEATH 03-23-2014
FILE NUMBER 21 14-0300
COUNTY CUMBERLAND
ORD
WAYNE F ACN 101
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r-31 W 'POMFRET�i"S'T APPEAL DATE: 04-03-2015
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R-LISLE PA 17013-3217 (See reverse side under Objections)
Amount Remittedi
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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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: UPDEGROVE DORIS JFILE NO. :21 14-0300 ACN: 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) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 17,808.31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 17,808.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1 ,946.39
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 1,946.39
12. Net Value of Tax Return (12) 15,861.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 15,861.92
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) 1 9;.841 -92 x 045 = 713.79
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)= 713.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-09-2014 CDO19263 34.21 650.00
09-19-2014 CDO19698 .00 29.58
TOTAL TAX PAYMENT 713.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.