HomeMy WebLinkAbout04-13-15 NOTICE OF INHERITANCE TAX pennsvLvania
BUREAU OF INDIVIDUAL TAXES APPW4'ISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 28060FQ �ED OFFICE p OF
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HARRISBURG P -0 1
REGISTER, OF WILLS DATE 04-13-2015
?01s AM 13 AM 1159 ESTATE OF JONES AGNES T
DATE OF DEATH 03-05-2014
CLERa' OF FILE NUMBER 21 14-0246
WALLMPHANS' C691�A K ACNCOUNTY 101CUMBERLAND
24WRU :
APPEAL DATE: 06-12-2015
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CAMP HILL PA 17011-2900 (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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES AGNES TFILE NO. :21 14-0246 ACN: 101 DATE: 04-13-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
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) .00 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) (S) 4,064.56
6. Jointly Owned Property CSchedule F) (6) 38,803.68
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 42,868.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,720.75
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1,174,95
11. Total Deductions (11) 14,895.68
12. Net Value of Tax Return (12) 27,M.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) -00,
14. Net Value of Estate Subject to Tax (14) 27,972.56
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 C16) 27,972-FiA X 045 = 1,258.77
17. Amount of Line 14 at sibling rate (17) 00l x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1P258.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-02-2014 CDO19239 6.76 128.49
06-02-2014 CDO19240 56. 18 2,798. 18
06-02-2014 CDO19241 .00 340. 10
06-02-2014 CDO19242 .00 79.49
TOTAL TAX PAYMENT 3,409.20
BALANCE OF TAX DUE 2,150.43CR
INTEREST AND PEN. .00
TOTAL DUE 2,150.43CR
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.