HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX I X pennsytvaa
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE UV ni
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
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DATE 03-23-2015
ESTATE OF OTTEY BETTY A
23 PA I DATE OF DEATH 05-09-2014
FILE NUMBER 21 14-0591
11 - COUNTY CUMBERLAND
OTTEY ..DAVID R ACN 101
C44'iBO'SLER AVE APPEAL DATE: 05-22-2015
V.5M_OYNE PA 17043-1931 (See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OTTEY BETTY AFILE NO. :21 14-0591 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C 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) C2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (5) 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) 11,805.00
6. Jointly Owned Property (Schedule F) (6) 17,195.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 29,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,588.62
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 975.56
11. Total Deductions (11) 14,564. 18
12. Net Value of Tax Return (12) 14,435.82
13. Charitable/Governmental Requests; Non-elected 9115 Trusts (Schedule J) (13) .0 0
14. Not Value of Estate Subject to Tax (14) 14,435.82
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) 14.4*ig;-R? x 045 = 649.61
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)= 649.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-29-2014 CDO19485 32.48 635.00
TOTAL TAX PAYMENT 667.48
BALANCE OF TAX DUE 17.87CR
INTEREST AND PEN. .00
TOTAL DUE 17.87CR
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.