HomeMy WebLinkAbout04-06-15 ` NOTICE OF INHERITANCE TAX r, pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVIdfIGW�OD��T1 0��,�QF,�I�EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 1A G V R U G V r REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-0(rQPGI STI
"E#1 OF WILL
(1GV DATE 04-06-2015
?ply PPR 6 FM 1143 ESTATE OF DEVORE BEVERLY L
DATE OF DEATH 04-01-2014
CLERK OF FILE NUMBER 21 14-0385
ZIELONIS ORPHA& -11RT COUNTY CUMBERLAND
6 ASH DI�UMBER:.A'11D .. ,� ACN 101
APPEAL DATE: 06-05-2015
MECHANICSBURG PA 17050 (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 -> -RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- t- --------------
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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: DEVORE BEVERLY LFILE NO. :21 14-0385 ACN: 101 DATE: 04-06-2015
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) 2001339.72 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 22,121 .62
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 25,396.49
8. Total Assets (8) 247,857.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 40,741 . 18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 84,613.06
11. Total Deductions (11) 125,354.24
12. Net Value of Tax Return (12) 122,503.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 122,503.59
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 22-503-59 x 045 = 5,512.66
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)= 5,512.66
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-24-2014 CDO19957 .00 4,369.82
INTEREST IS CHARGED THROUGH 04-21-2015 TOTAL TAX PAYMENT 4,369.82
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,142.84
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.31
TOTAL DUE 1,153. 15
* 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\p
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REV-1470 EX(01-1W
pennsylvania i INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 17128-0601I
DECEDENT'S NAME I FILE NUMBER
Beverly L. DeVore 2114-0385
REVIEWED BY ACN
Joseph - Agent#94 I 101
SCHEDULE ITEMNO. ' EXPLANATION OF CHANGES
G 1 The IRA is fully taxable as the decedent was over the age of 591/2.
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