HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAX Q-17
pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUgk T , Sr --.-�Fr-DEpUCTIONS AND ASSESSMENT OF TAXINHERITANCE TAX DIVISI „,i _ f , REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601p}
(� p DATE 03-09-2015
70,15 i 1R,R 10 Pr1 1 `1 ESTATE OF HOUSEAL JEAN M
_ DATE OF DEATH 05-03-2013
C1.`. FILE NUMBER 21 13-0583
opx�''1{ '• ' I COUNTY CUMBERLAND
HOUSEAL (('.„I- L-I•NDA- K ACN 101
172 MEADONVIEW•-DR APPEAL DATE: 05-08-2015
HARRISBURG PA 17111-5078 (See reverse side under Objections)
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 --
-------------------------------------------------------------------------------------------
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOUSEAL JEAN MFILE NO. :21 13-0583 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 69,579.83 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 284,390.25
6. Jointly Owned Property (Schedule F) (6) 12,970.52
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 366,940.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 4,4 51 .58
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 16,386.25
11. Total Deductions (11) 20,837.83
12. Net Value of Tax Return (12) 346,102.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 346,102.77
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 1 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate (16) 146,1 07-77 X 045 = 15,574.62
17. Amount of Line 14 at sibling rate (17) __= X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 15,574.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-23-2014 CDO19829 326.94- 15,901 .56
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-24-2014 TOTAL TAX PAYMENT 15,574.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7.67
TOTAL DUE 7.67
* 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.