HomeMy WebLinkAbout03-02-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 r-., CFFICE OF
HARRISBURG 0,661'-J
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REG i J_1 E"1 I`7 DATE 03-02-2015
2 m 12 30 ESTATE OF PAYNE DORINE B
DATE OF DEATH 06-25-2014
FILE NUMBER 21 14-0671
COUNTY CUMBERLAND
PET M k,io, ("CHARLES E ACN 101
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352 .NVAA ST APPEAL DATE: 05-01-2015
HAIR 4u 06-P PA i-7111-1803 (See reverse side under Objections)
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Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4— __�i---------------
REV-154
_ 7 E AF C11-14) NOTICEOF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PAYNE DORINE BFILE NO. :21 14-0671 ACN: 101 DATE: 03-02-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 25,356.60 credit to your account,
.00 Submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (5) 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) 00
6. Jointly Owned Property (Schedule F) (6) 133,104.61
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 158,461.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,289.55
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 172.88
11. Total Deductions (11) 2,462.43
12. Net Value of Tax Return (12) 155,998.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) 2,000.00
14. Net Value of Estate Subject to Tax (14) 153,998.78
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 , x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 153,998.78 x 15 = 23,099.82
19. Principal Tax Due (19)= 23,099.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-18-2014 CDO19690 1,154.99 21,944.83
TOTAL TAX PAYMENT 23,099.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.