HomeMy WebLinkAbout04-13-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITA OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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PO BOX U OFFICE OF
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CF WILLS
DATE 04-13-2015
ESTATE OF PETRO DUANE A
?0!5 RPR 13 19115 11 59 DATE OF DEATH 03-16-2014
CLE'1*11'% OF FILE NUMBER 21 14-0418
COUNTY CUMBERLAND
ACN. C M 101
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0UMI3;E9AkktT 'ST APPEAL DATE: 06-12-2015
MECHANICSBURG PA 17055-6328 (See reverse side under Objections)
Amount Remittedi
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 4-
-FINHERITANCE- --- ---�i---L---i;---6i---------------
_Ri�_-_1i4_7__Ei__A_FV(1I 4) NOTICE0 A PR ENE , ALLOWANCE CE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PETRO DUANE AFILE NO. :21 14-0418 ACN: 101 DATE: 04-13-2015
TAX RETURN WAS: ( 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 CSchedule B) (2) .00 credit to your account,
00 submit the upper portion
5. 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 CSchedule E) (5) 53,165.62
6. Jointly Owned Property CSchedule F) (6) 68,550.00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 121,715.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23,004.99
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1,952.93
11. Total Deductions (11) 24,957.92
12. Net Value of Tax Return (12) 96,757.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 96,757.70
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) nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 96,757.70 x 12 = 11,610.92
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 11,610.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-12-2014 CDO19286 568.42 10,800.00
12-03-2014 CDO19983 .00 242.52
TOTAL TAX PAYMENT 11,610.94
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
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.