HomeMy WebLinkAbout02-09-15 .--r-A-7-
NOTICE OF INHERITANCE TAX pennsytvania
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)
HARROISBURG
PO BX 2806PA I01 F
N' C L-J 'CFF
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RF1BQ01'3
REG!STL71 DATE 02-09-2015
ESTATE OF OWENS RAYMOND F
?015 FEB 9W PM I O'S' DATE OF DEATH 06-13-2001
FILE NUMBER 21 13-1053
CLU-, OF COUNTY CUMBERLAND
BLAIR D
ORpFi,�'; :'INRA7 F ACN 101
i '..� � - -
5440 JONE9T-OWN, R,OAD; - APPEAL DATE: 04-10-2015
P0 BU'12' r4"-� (See reverse side under Objections)
HARRISBURG PA 17112-0216 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --b- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
i-E-V:-Ii-4i-ii-AFP-i-1-1---Iz-)--NOTICE--Oi--INHERITANCE-TAX--AP-Pi-Ai-S-E-M-EN-T-,--ALLOWANCE--O-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OWENS RAYMOND FFILE NO. :21 13-1053 ACN: 101 DATE: 02-09-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 55,475.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
S. Closely Hold Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) C6) 3,000.00
7. Transfers (Schedule G) (7) .00
8. Total Assets 58,475.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,743.62
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,371 .79
11. Total Deductions (11) 19,115.41
12. Net Value of Tax Return (12) 39,359.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 39,359.59
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
9
16. Amount of Line 14 taxable at lineal rate (16) 59-395 •59 x 045 = 1,771.18
17. Amount of Line 14 at sibling rate (17) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,771 .18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 02-24-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,771. 18
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1,103.58
TOTAL DUE 2,874.76
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.