HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAXbli/
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCEBUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
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PO BOX 2 i��tJCClllt S:J REV-1547 EX AFP (11-14)
HARRISBURG ft�7,128r4611 OF WILLS
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ESTATE OF FETTERMAN ALICE B
DATE OF DEATH 09-07-2013
CUR',, GF FILE NUMBER 21 13-1050
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GI�ZP14N'0 ' MICHAEL C
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VWf40ifA',I-N=ST ` APPEAL DATE: 05-29-2015
MECHANICSBURG PA 17055-6226 (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 THIS _LINE _ --) R_ETA_IN 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: FETTERMAN ALICE BFILE NO. :21 13-1050 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 187,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 527,522.84 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) 90,815.07
6. Jointly Owned Property (Schedule F) (6) 1,447.55
7. Transfers (Schedule G) (7) 170,869.03
8. Total Assets (8) 978,154.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 74,4 96.62
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,999.78
11. Total Deductions (11) 77,496.40
12. Net Value of Tax Return (12) 900,658.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 900,658.09
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) 9nn .Ar,R_n9 X 045 = 40,529.61
17. Amount of Line 14 at sibling rate (17) .nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 40,529.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-05-2014 CDO19252 .00 40,000.00
11-15-2014 CDO19920 .00 529.61
03-20-2015 WRITEOFF .00 6.99
TOTAL TAX PAYMENT 40,529.61
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.