HomeMy WebLinkAbout02-23-15 NOTICE OF INHERITANCE TAXpennsytvania
APPRAISEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX QD-7
INHERITANCE TAX DIVISIONREV-1547 EX AFP (11-14)
PO BOX 280601 r '--F1-E OF
HARRISBURG PA 1712AW - _') -/*
T 911;.1 S
R E DATE 02-16-2015
?01S �,7EB 23 Pn 12 28 ESTATE OF SEESE SR STANLEY A
DATE OF DEATH 02-05-2014
C L E FILE NUMBER 21 14-0226
ETTER DIS@APHAAAANF'f_'-'_�TA COUNTY CUMBERLAND
ACN 101
400 S S -wEn FM APPEAL DATE: 04-17-2015
MARYSVILLE PA 17053-1012 (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 +-
CUT-ALONG
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REV-1547 --------------
E AFP (11-14? TIC OF INHERITANCE E T A RAI MEN ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SEESE SR STANLEY AFILE NO. :21 14-0226 ACN: 101 DATE: 02-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 127,950.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) C5) 13,165.70
6. Jointly Owned Property (Schedule F) (6)
43,234.21
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 184,349.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,068.01
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 17,769.44
11. Total Deductions (11) 47,837.45
12. Net Value of Tax Return (12) 136,512.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •0 0 00
14. Net Value of Estate Subject to Tax (14) 136,5.12.46
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) 134,512-69; x 045 = 6,143.06
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)= 6,143.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-30-2014 CDO19087 307. 15 7,200.00
TOTAL TAX PAYMENT 7,507. 15
BALANCE OF TAX DUE 1,364.09CR
INTEREST AND PEN. .00
TOTAL DUE 1P364.09CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE tJ \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.