HomeMy WebLinkAbout02-17-15 NOTICE OF INHERITANCE TAX X '... pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
RE- REV-1547 EX AFP (11-14)
PO BOX 280601 E OF
HARRISBURG PA 17U_Q9G1R D ED I F I I-
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DATE 02-09-2015
?015 rEB 17 P M 1 11 ESTATE OF SMITH SUSAN D
DATE OF DEATH 01-15-2014
CLE OF FILE NUMBER 21 14-0118
OTTO 14RPHAN"V6^,'_'-7 v COUNTY CUMBERLAND
ACN 101
10 E �I APPEAL DATE: -10-2015
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CARLISLE PA 17013-3015 (See reverse side under Objections)
Amount Remittedi
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 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH SUSAN DFILE NO. :21 14-0118 ACN: 101 DATE: 02-09-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 171,884.00 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 (Schedule E) (5) 112,558.04
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 61,920.84
8. Total Assets (8) 346,362.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,861.34
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 61 ,170.59
11. Total Deductions (11) 86,031 .93
12. Net Value of Tax Return (12) 260,330.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 260,330.95
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) 240,33n-95 X 045 = 11,714.89
17. Amount of Line 14 at sibling rate (17) .011, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 11,714.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-03-2014 CDO18843 28.25 536.82
03-04-2014 CDO18853 28.25 536.82
04-10-2014 CDO18996 529.24 14,000.00
TOTAL TAX PAYMENT 15,659.38
BALANCE OF TAX DUE 3,944.49CR
INTEREST AND PEN. .00
TOTAL DUE 3,944.49CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. .