HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX , pennsylvania
BURETgSOER ,jj1Lp APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
`�r}7,}�`E OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERI CE TAX a VI$ION: 'vq u LS REV-1547 EX AFP (11-14)
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HARRISB PA 17128-0601
215 r,nR 30 12 '37 DATE 03-30-2015
ESTATE OF HAUPTLE PATRICIA M
GLER,� Or DATE OF DEATH 03-28-2014
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Ot�P�h�`,ti,, G I. a FILE NUMBER 21 14-0341
; COUNTY CUMBERLAND
ESQU 'RICHARD L ACN 101
126 E KING ST APPEAL DATE: 05-29-2015
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT- 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: HAUPTLE PATRICIA MFILE NO. :21 14-0341 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) 160,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,726. 12 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 120,596.33
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 282,322.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 37,941 .94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18,385.34
11. Total Deductions (11) 56,327.28
12. Net Value of Tax Return (12) 225,995. 17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 225,995. 17
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) nf) x 045 = .00
17. Amount of Line 14 at sibling rate (17) 21 .598- 19 X 12 = 2,591 .78
18. Amount of Line 14 taxable at collateral rate (18) 204,396.98 x 15 = 30,659.55
19. Principal Tax Due (19)= 33,251 .33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-25-2014 CDO19348 1,557.89 29,600.00
11-21-2014 CDO19956 .00 2,093.44
TOTAL TAX PAYMENT 33,251.33
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. (v�J