HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX ...... pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (11-14)
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DATE 03-23-2015
p,��R 23 F M ESTATE OF COSTELLO JOANNE C
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DATE OF DEATH 03-13-2005
FILE NUMBER 21 05-0930
COUNTY CUMBERLAND
DONALD L ACN 502
,�0,15*LEASTERN BLVD `, APPEAL DATE: 05-22-2015
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OVK PA 17402-3042 (See reverse side under Objections)
Amount Remittedi
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COSTELLO JOANNE CFILE NO. :21 05-0930 ACN: 502 DATE: 03-23-2015
TAX RETURN WAS: OO ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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)_ 3,500.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 3,500.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8 17.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (il) 817.50
12. Net Value of Tax Return (12) 2,682.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,682.50
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) 2.AR?-gn X 045 = 120.71
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)= 120.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-05-2014 CDO19884 .00 120.71
TOTAL TAX PAYMENT 120.71
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.