HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX 4IV_hSLOM. REV-1547 EX AFP (11-14)
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DATE 03-16-2015
C i tt�i1 i� ESTATE OF HARRIS ANNE
?015 miR DATE OF DEATH 02-18-2014
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I IF
r - FILE NUMBER 21 14-0179
OiF�YSMITH MAUREEN COUNTY CUMBERLAND
ACN 101
C U�,Q—407 DARLA RD APPEAL DATE: 05-15-2015
MECHANICSBURG PA 17055-6658 (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 E-
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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: HARRIS ANNE FILE NO. :21 14-0179 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 358,845.00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof thisform with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 128,605.00
6. Jointly Owned Property (Schedule F) (6) 32,733.00
7. Transfers CSchedule G) C7) 10,995.00
B. Total Assets (8) 531 ,178.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 32,44 0.00
10. Debts/Mortgage Liabilities/Liens CSchedule I) CIO) 783.00
11. Total Deductions CLL) 33,223.00
12. Net Value of Tax Return (12) 497,955.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 497,955.00
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) - nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 95,992.00 X 12 = 11,519.04
18. Amount of Line 14 taxable at collateral rate (18) 401,963.00 X 15 = 60,294.45
19. Principal Tax Due (19)= 71,813.49
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-05-2014 CDO19878 .00 71,813.49
TOTAL TAX PAYMENT 71,813.49
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 CCR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \�