HomeMy WebLinkAbout04-13-15 0 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION RECORDED Q F F!C E O F' ` REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 REGISTER OF WILLS
J Ii DATE 04-06-2015
?015 P ��}}PR 13 FM 12 U0 ESTATE OF BERTOLETTE EDNA M
DATE OF DEATH 03-03-2014
GLERRK OF FILE NUMBER 21 14-0229
BANGS 0R Dft Wit L(,'OURT COUNTY CUMBERLAND
ACN 101
429 S 18THG $ERLt,N0 C;` _ !''j; APPEAL DATE: 06-05-2015
CAMP HILL PA 17011 (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 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: BERTOLETTE EDNA MFILE NO. :21 14-0229 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) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
1,996.68 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 9 0,38 6.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 92,383.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,375.85
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 93,292.95
11. Total Deductions (11) 107,668.80
12. Net Value of Tax Return (12) 15,285.21-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 15,285.21-
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) -nnx 045 = .00
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)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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.
REV-1470 EX(01.10)
I
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Edna M. Bertolette 2114-02229
REVIEWED BY ACN
Joseph -Agent#94 101
ITEM
. SCHEDULE NO. EXPLANATION OF CHANGES
The value of this item has been suspended from the appraisement of the return until the
A 1 final value can be dei ermined. A supplemental return must be filed when the value of the
suspended item is determined.
The department will 'allow an estate to suspend the valuation of real estate on the original
and timely filed inheritance tax return for up to 15 months. The 15-month period includes
the nine months after which the inheritance tax return,becomes delinquent, plus the
additional six-month�nd
iling extension. When the property is sold after the inheritance tax
return is timely filed the suspension requested, the estate should then report the
arms-length sales p dice on a supplemental inheritance tax return. If the real property is not
sold within 15 months of the date of death, an estate will have to report an alternate means
of establishing the value, including a professional appraisal or the common level ratio
value.
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