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
PO BOX 280601 R E C JR\ i y C REV-1547 IX AFP (11-14)
HARRISBURG PA 17128-0601
DATE 03-23-2015
16015 L 3 ESTATE OF AMIG DONNA B
DATE OF DEATH 01-01-2014
FILE NUMBER 21 14-0011
REYES MALON QRt LXURA' C COUNTY CUMBERLAND
ACN 101
1119 N FRCMTr'3T APPEAL DATE: 05-22-2015
HARRISBURG PA 17102 (See reverse side under Objections)
Amount Remitted i
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- -------------------
REV-1547
_______________REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: AMIG DONNA BFILE NO. :21 14-0011 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 122,000.00 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) 9,6 97. 13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 131 ,697. 13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 36,747.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 60,355.94
11. Total Deductions (11) 97,103.86
12. Net Value of Tax Return (12) 34,593.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 34,593.27
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 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16)- 39-F93.27 X 045 = 1,466.70
17. Amount of Line 14 at sibling rate (17) .0 0, X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 2,000.00 X 15 = 300.00
19. Principal Tax Due (19)= 1,766.70
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-01-2014 CDO19745 .00 1,396. 12
INTEREST IS CHARGED THROUGH 04-07-2015 TOTAL TAX PAYMENT 1,396. 12
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 370.58
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 5.71
TOTAL DUE 376.29
PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE \
R CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG. 0
DECEDENT'S NAME FILE NUMBER
Donna B. Amig 2114-0011
REVIEWED BY
ACN
Joseph -Agent#94 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H B-10 The deduction for real estate settlement costs is reduced from $17,685.67 to $9,450.67 as
escrow for inheritance tax is not an allowable administrative expense.
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