HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX � , ,. Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280401-f.r ^^- -D r C E
HARRISBURG 1-28x0601-` '
lDATE 03-16-2015
iLjS I =h ii b r"Ir; 1C L :7 c1 ESTATE OF HAZELL NANCY
DATE OF DEATH 02-29-2012
FILE NUMBER 21 12-0371
eL-_ ^-' I • COUNTY CUMBERLAND
BEI6H*U,,Rt.ESQUI JOHN R ACN 101
3 6�', 1,,6-XLNGTON ST APPEAL DATE: 05-15-2015
H I�I S BU R G PA 17109-2618 (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 YOURRECORDS4-- ---------------
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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: HAZELL NANCY FILE NO. :21 12-0371 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 90,000.00 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 CSchedule D) (4) 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 12,072. 12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 102,072. 12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,8 92.33
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19,586.18
11. Total Deductions (11) 32,478.51
12. Net Value of Tax Return (12) 69,593.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 69,593.61
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) 49•q93-61 x 045 = 3,131 .71
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,131 .71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-31-2014 CDO19872 179.50- 3,311 .21
03-09-2015 SBADJUST .00 .52
TOTAL TAX PAYMENT 3,131 .71
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. `��