HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES QF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX D rSrbON�n r. P^C �� s REV-1547 EX AFP (11-14)
PO BOX 280601 "`J Q f\ i
HARRISBURG PA 1712 t-t@11 r,T :i LLS
68�
DATE 03-16-2015
9015 n�R 1.6 `f i l 12 L;6 ESTATE OF THOMAS CHARLOTTE M
DATE OF DEATH 08-05-2013
;. FILE NUMBER 21 13-0895
} COUNTY CUMBERLAND
PORTKO ES {,"¢STEPHEN K ACN 101
STE BC U WF' APPEAL DATE: 05-15-2015
101 S US ROUTE 15 (See reverse side under Objections)
DILLSBURG PA 17019-1554 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- E- ------------------
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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: THOMAS CHARLOTTE MFILE NO. :21 13-0895 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 145,000.00 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 (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,511 .4 4
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 164,511 .44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,50 3.60
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,8 66.57
11. Total Deductions (11) 13,370. 17
12. Net Value of Tax Return (12) 151,141.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 151,141.27
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 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1S1 .141 _77 X 045 = 6,801 .36
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 (19)= 6,801.36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-28-2014 CDO19856 98.16- 6,905.09
TOTAL TAX PAYMENT 6,806.93
BALANCE OF TAX DUE 5.57CR
INTEREST AND PEN. .00
TOTAL DUE 5.57CR
* 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.