HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAX pennsyLvarna
PPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES P�EW)D..i J r-ioNSnAND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION L" �; REV-1547 EX AFP (11-14)
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PO BOX 280601 t l E v E.^-,
HARRISBURG PA 17128-0601
mj�3 �M'p 10 P� 1 DATE 03-09-2015
l � � � 5 ESTATE OF BALLANTINE ANNA A
DATE OF DEATH 05-02-2014
CLE" FILE NUMBER 21 14-0486
OrcrP"� �_ COUNTY CUMBERLAND
KUNKEL ESQ SHELL(YU�;,iJ.' �' - ' ACN 101
PO BOX 60974 APPEAL DATE: 05-08-2015
HARRISBURG PA 17106-0974 (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 4- --------------
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REV 1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BALLANTINE ANNA AFILE NO. :21 14-0486 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 124,800.00 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 (Schedule 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) (5) 86,871.59
6. Jointly Owned Property (Schedule F) (6) 6,431 .45
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 218,103.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 5,94 2.46
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 139.40
11. Total Deductions (11) 26,081 .86
12. Net Value of Tax Return (12) 192,021 .18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 192,021 .18
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) 1 92.021 _ 1 R X 045 = 8,640.95
17. Amount of Line 14 at sibling rate (17) .(10 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 8,640.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-17-2014 CDO19429 432.05 8,250.00
TOTAL TAX PAYMENT 8,682.05
BALANCE OF TAX DUE 41. 10CR
INTEREST AND PEN. .00
TOTAL DUE 41 . 10CR
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. jv�✓`