HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISIONn 0 n�,� �':�✓ r r REV-1547 EX AFP (11-14)
PO BOX 280601 V W
HARRISBURG PA 17128-0601
DATE 03-09-2015
?M ('ISR 10 pI I 11 ESTATE OF CARROLL JESSIE G
t DATE OF DEATH 01-09-2014
r r - FILE NUMBER 21 14-0053
DELUCA ESQ AGIh R6N'V�� - COUNTY CUMBERLAND
ACN 101
113 FRONT ST C[J,`;; E`" APPEAL DATE: 05-08-2015
PO BOX 358 (See reverse side under Objections)
BOILING SPRINGS PA 17007-9418 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: CARROLL JESSIE GFILE NO. :21 14-0053 ACN: 101 DATE: 03-09-2015
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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) C5) 26,750.05
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 26,750.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,041 .24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,110.30
11. Total Deductions (11) 5,151 .54
12. Net Value of Tax Return (12) 21,598.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 21,598.51
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) 71 .598-51 x 045 = 971 .93
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 971 .93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-21-2014 CDO19814 .00 971.93
03-02-2015 SBADJUST .00 .96
TOTAL TAX PAYMENT 971 .93
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. `�J