HomeMy WebLinkAbout02-23-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION-r-jr, OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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HARRIS "1712_8_,P60.I v'11
PNE DATE 02-24-2015
ESTATE OF MATTER SHARON M
nns FEB 23 F1 12 2 8 DATE OF DEATH 06-12-2012
r7 FILE NUMBER 21 14-0948
COUNTY CUMBERLAND
T{V'W'}'t S' r1qtj T ACN 101
, RE eK 04-25-2015
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. VIEW RD APPEAL DATE:
MECHANICSBURG PA 17050-2013 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINERETAIN LOWER PORTION FOR YOUR RECORDS 4--
R-V:-li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--O-F-INHERITANCE-TAX--APP-R-A-Ii-E-M-E;i-,--ALLOWANCE-5i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MATTER SHARON MFILE NO. :21 14-0948 ACN- 101 DATE: 02-24-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule 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) .0 0
6. Jointly Owned Property (Schedule F) (6) 38,100.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 38,100.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 38,100.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 38,100.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) -RD x 045 = .00
17. Amount of Line 14 at sibling rate (17) nn x 12 , .00
18. Amount of Line 14 taxable at collateral rate (18)_ 38,100.00 x 15 = 5,715.00
19. Principal Tax Due (19)= 5,715.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-02-2014 CDO19748 .00 5,715.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-03-2014 TOTAL TAX PAYMENT 5,715.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 266.65
TOTAL DUE 266.65
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.