HomeMy WebLinkAbout02-17-15 NOTICE OF INHERITANCE TAX bs/ pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX IVT�ON OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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FICE
HARRISBURG PA 17128-0601
REGISTEN' WILS
DATE 02-16-2015
?015 FEB 17 PM 1 11 ESTATE OF ORNER MERLE L
DATE OF DEATH 03-17-2014
C L E 1":\' OF FILE NUMBER 21 14-0319
COUNTY CUMBERLAND
TQA,R§1Jt,§Q' CT C' kT- M ACN 101
J',OlirS�MARKET ST., P ' APPEAL DATE: 04-17-2015
MECHANICSBURG PA 17055-6528 (See reverse side under Objecdons)
Amount Remitted I I
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: ORNER MERLE LFILE NO. :21 14-0319 ACN: 101 DATE: 02-16-2015
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) 53,242.14 credit to your account,
00 submit 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) 42,232.06
6. Jointly Owned Property (Schedule F) (6) 171,456.86
7. Transfers (Schedule G) C7) 29,118.73
B. Total Assets (8) 296,049.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 28,380,40
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 295.08
11. Total Deductions (11) 28,675.48
12. Net Value of Tax Return (12) 267,374.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 00
14. Net Value of Estate Subject to Tax (14) 267,374.31
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) -Orl x 045 = .00
17. Amount of Line 14 at sibling rate (17) 267,374.31 x 12 = 32,084.92
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 32,084.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-12-2014 CDO19287 1,473.68 28,000.00
10-07-2014 CDO19760 .00 2,611 .28
TOTAL TAX PAYMENT 32,084.96
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
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.