HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX pennsytvarna
BURE&;F INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX _
PO'BOX 280601
REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-0601
DATE 03-30-2015
RECORDED OFFICE OF ESTATE OF WRIGHTS GLORIA G
WILLS DATE OF DEATH 03-19-2013
REGIS �„
FILE NUMBER 21 13-0361
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J ACN 101
APPEAL DATE: 05-29-2015
49 W 0 t"G E�(S T (See reverse side under Objections)
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$�UR.G �- PA 17257-1813 Amount Remitted
<r t ., s MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUb4Lt ' 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: WRIGHTS GLORIA GFILE NO. :21 13-0361 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •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) .0 0
6. Jointly Owned Property (Schedule F) (6) 14,270.44
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 14,270.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 00
12. Net Value of Tax Return (12) 14,270.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 145,452.52
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 OR-388_38 X 045 = 4,877.47
17. Amount of Line 14 at sibling rate (17) 37.n64. 14 X 12 = 4,447.69
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 9,325.16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-14-2014 CDO18893 .00 7,991 .87
08-04-2014 CDO19501 .00 1,004.43
08-08-2014 CDO19523 80.74- 511 .24
03-13-2015 REFUND .00 293.28-
INTEREST IS CHARGED THROUGH 04-14-2015 TOTAL TAX PAYMENT 9,133.52
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 191.64
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .50
TOTAL DUE 192.14
* 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. \�
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REV-1470 EX(01-10)
II pennSytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Gloria G Wrights 2113-0361
REVIEWED BY ACN
Brett Walker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
J The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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