HomeMy WebLinkAbout03-30-15 i NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION OFFICE
/� ------ REV-1547 EX AFP (11-14)
PO BOX 28061� (�OR�.£D OFFICE O.F.,
HARRISBURG �A 7 28-0601
REGISTER OF WILLS-
DATE 03-30-2015
1M R M
7015 3D p 12 90 ESTATE OF PATTISON ANNIE G
U J illi 1 DATE OF DEATH 09-05-2013
CLERK OF. FILE NUMBER 21 13-0989
MYEORPHANS' CT16RHST N COUNTY CUMBERLAND
ACN 101
13JU ACPPL3;W� PA APPEAL DATE: 05-29-2015
SHIPPENSBURG PA 17257 (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 THISLINERETAIN LOWER PORTION FOR YOUR-RECORDS- ---- --------------
-------------- ---- ------------------- ------------ ------ ----REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PATTISON ANNIE GFILE NO. :21 13-0989 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) 158,752.80 credit to your account,
S. 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) 25,491 .60
6. Jointly Owned Property (Schedule F) (6) 183,452.87
7. Transfers (Schedule G) (7) 311,478.61
8. Total Assets (8) 679,175.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,119.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 35,119.21
12. Net Value of Tax Return (12) 644,056.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 644,056.67
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) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 644,056.67 X 15 = 96,608.50
19. Principal Tax Due (19)= 96,608.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-04-2013 CDO18477 4,736.84 90,000.00
11-14-2014 CDO19912 24.86- 1,931.48
TOTAL TAX PAYMENT 96,643.46
BALANCE OF TAX DUE 34.96CR
INTEREST AND PEN. .00
TOTAL DUE 34.96CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE a�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (��j3j�
REV-1470 EX(01-10)
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1t , penns Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBUA 7128-0601
DECEDENT'S NAME I FILE NUMBER
Annie G. Pattison 2113-0989
REVIEWED BY ACN
Joseph -Agent#94 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The amount on line 14 was not correctly transferred to the tax computation table.
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