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HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX IV pennsytvarna 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 280601 R E C 0 PA FC I- r'F HARRISBURG PA 17128-0601 REGI` DATE 03-16-2015 (�rl� 1 C 7 12 +,'9 ESTATE OF PERRY MADISON J ' iil liJ DATE OF DEATH 01-10-2013 FILE NUMBER 21 13-1039 COUNTY CUMBERLAND MELLINGER ACN 101 3513 N F�mNTnSTf APPEAL DATE: 05-15-2015 HARRISBURG PA 17110-1438 (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: PERRY MADISON JFILE NO. :21 13-1039 ACN: 101 DATE: 03-16-2015 TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .00 credit to your account, S. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portionof this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers CSchedule G) C7) .00 8. Total Assets (8) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,8 39.94 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 ,901 .59 11. Total Deductions (11) 19,741 .53 12. Net Value of Tax Return (12) 19,741 .53- 13. 9,741 .53- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 19,741 .53- 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) -00 x 045 = .00 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)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX PAYMENT .00 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