HomeMy WebLinkAbout04-13-15 NOTICE OF INHERITANCE TAX V11- 7
Pennsylvania
APPRAISEMENTy, AAL��LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXESRECORMEMaTd� "D ASSESSMENT OF TAXINHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 REG(STE WILLS
HARRISBURG PA 17128-0601
?015 PPR 13 PM 12 00 DATE 04-06-2015
ESTATE OF TURNER JANE C
CLERK OF DATE OF DEATH 02-21-2014
ORPHANS' COURT FILE NUMBER 21 14-0198
COUNTY CUMBERLAND
GUNNISON BRAS QKLA'!`) C'''' ;", ACN 101
100 PINE STREET APPEAL DATE: 06-05-2015
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 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 F-
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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: TURNER JANE CFILE NO. :21 14-0198 ACN: 101 DATE: 04-06-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 483,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 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) 44,406.73
6. Jointly Owned Property CSchedule F) (6) 45,618.47
7. Transfers (Schedule G) (7) 1,060,940. 15
8. Total Assets (8) 1 ,633,965.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 138,517.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17,29 0.74
11. Total Deductions (11) 155,808. 18
12, Net Value of Tax Return C12) 1,478,157.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1,478,157. 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) .0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 .47R.1r,7. 17 X 045 = 66,517.07
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)= 66,517.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-19-2014 CDO19188 3,325.85 66,000.00
TOTAL TAX PAYMENT 69,325.85
BALANCE OF TAX DUE 2,808.78CR
INTEREST AND PEN. .00
TOTAL DUE 2,808.78CR
* 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. `�\