HomeMy WebLinkAbout03-02-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-06 ?=C ;`�LJ r_
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REGI: i:_i '7 ILLS DATE 03-02-2015
N D 1 ESTATE OF WRIGHTS GLORIA G
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'LQirb ! 2 P{ ! 12 30 DATE OF DEATH 03-19-2013
FILE NUMBER 21 13-0361
COUNTY CUMBERLAND
GLEASON ES THOMAS,, ,,P- ACN 101
STE 3 �[ �_ APPEAL DATE: 05-01-2015
49 W 0RAN�r ST- 1, (See reverse side under Objections)
SHIPPENSBURG PA 17257-1813 Amount Remitted
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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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WRIGHTS GLORIA GFILE NO. :21 13-0361 ACN: 101 DATE: 03-02-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .0 0, NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
0 0 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) .0 0, tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 30.8 4
6. Jointly Owned Property (Schedule F) (6) 10,008.48
7. Transfers (Schedule G) C7) .00
B. Total Assets C8) 10,039.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 00
12. Net Value of Tax Return C12) 10,039.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 141 ,221 .40
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 7 n4.1 9A_49 X 045 = 4,685.69
17. Amount of Line 14 at sibling rate (17) 37.n94.98 X 12 = 4,451 .39
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 9,137.09
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-14-2014 CDO18893 .00 7,991.87
08-04-2014 CDO19501 .00 1,004.43
08-08-2014 CDO19523 77.17- 511.24
TOTAL TAX PAYMENT 9,430.37
BALANCE OF TAX DUE 293.28CR
INTEREST AND PEN. .00
TOTAL DUE 293.28CR
* 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.