HomeMy WebLinkAbout02-17-15 NOTICE OF INHERITANCE TAX _.rT-[... Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 197 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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PO BOX 280601
HARRISBURG PA 1712BUr " FICE
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REG!57; '_7 WILLS DATE 02-16-2015
IFEB 17 Fn 1 11 ESTATE OF BAXTER NICOLE F
DATE OF DEATH 07-14-2014
CLE" CF FILE NUMBER 21 14-0690
COUNTY CUMBERLAND
GLEASON
,PP WAAbMX'S:._'__1TP ACN 101
STE 3 CUM,,3-7,1- A," '. A �. �,,kk APPEAL DATE: 04-17-2015
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49 W ORANGE §T (See reverse side under Objections)
SHIPPENSBURG PA 17257 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
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAXTER NICOLE FFILE NO. :21 14-0690 ACN: 101 DATE: 02-16-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5A 346,455.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 346,455.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,749.55
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 480.00
11. Total Deductions (11) 11,2'29.55
12. Net Value of Tax Return (12) 335,226.42
13..Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) ,1 .0 00.00
14. Net Value of Estate Subject to Tax (14) 334,226.42
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) 334,224-42 X 045 = 15,040.19
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)= 15,040.19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-10-2014 CDO19784 752.01 14,888. 18
TOTAL TAX PAYMENT 15,640. 19
BALANCE OF TAX DUE 600.000R
INTEREST AND PEN. .00
TOTAL DUE 600.00CR
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.
REV-1470 Exr(01-10)
x pennsylvania
INHERITANCE TAX
T DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, 17128-0601
DECEDENTS NAME FILE NUMBER
Nicole Baxter 2114-0690
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Accepted revised return.
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