HomeMy WebLinkAbout04-06-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL raxEs OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
HA BOX HARRISBURG
01
PA �iOORDED OFFICE OF
HARRISBURG PA 171 -�g OFFICE V
REGISTER OF WILLS DATE 04-06-2015
ESTATE OF MORGAN BETTY M
?015 APR 6 fiM 1143 DATE OF DEATH 08-09-2012
Q FILE NUMBER 21 14-0536
DOTSON CLLNSE COUNTY CUMBERLAND
nni�pp ACN 101
7018 VE1'ERAY� ` �'� APPEAL .DATE: 06-05-2015
PO BO�LW R ER.JL /�
D 1
A ?"I t'A (See reverse side under Objections)
ICKESBURG PA 17037-0253 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
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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: MORGAN BETTY MFILE NO. :21 14-0536 ACN: 101 DATE: 04-06-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) . 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) C6) 1,847.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1 ,847.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 968.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 968.00
12. Net Value of Tax Return (12) 879.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 879.00
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) R79-nn X 045 = 39.55
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)= 39.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-13-2014 CDO19904 1.76- 41 .31
03-30-2015 SBADJUST .00 .03
TOTAL TAX PAYMENT 39.55
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. \\