HomeMy WebLinkAbout04-20-15 47
NOTICE OF INHERITANCE TAX ' y
Pennsvanza
` BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT C)FREVENUE
`
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX HARRIISBURG6RA�3 8E VaED OFFICE OF
REGISTER OF WILLS DATE 04-13-2015
C p �p ESTATE OF PETTY BETTY
HIS PPR 20 PM 1 20 DATE OF DEATH 04-24-2011
FILE NUMBER 21 13-1164
PORTK&4ff�d� or STEPHEN K COUNTY CUMBERLAND
STEORPHANS' COURT ACN 401 '
1a�. 'RoUT-E! 15A APPEAL DATE: 06-12-2015
L r` # (See reverse side under-Objections)
D LLnURG PA 17019-1554
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 46-
_REV-1547 EX AFP C11-14) NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PETTY BETTY FILE NO. :21 13-1164 ACN: 40.1 DATE: 04-13-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: RELEASE OF LIEN RETURN
1. Real Estate CSchedule A) Cl) 56,862.45 NOTE: To ensure Proper
2. Stocks and Bonds CSchedule B) C2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4.. Mortgages/Notes Receivable CSchedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc, Personal Property CSchedule E) C5) .00
6. Jointly Owned Property CSchedule F) C6) .00
s
7. Transfers CSchedule G) C7) 00
S. Total Assets CS) 56,862.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) . 00
10. Debts/Mortgage Liabilities/Liens CSchedule I} C10) 00
11. Total Deductions C11) . 00
12. Net Value of Tax Return C12) 56,862.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) . 00
14. Net Value of Estate Subject to Tax C14) 56,862.45
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} X 045 = 2,558.81
17. Amount of Line 14 at sibling rate C17) 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = . 00 (�
19. Principal Tax Due C19)= 2,558.81 I
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) {
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-19-2014 CD020049 .00 2,558.81
TOTAL TAX PAYMENT 2,558.81
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 LCR), YOU MAY .BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EX(0.1-10)
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penn$ytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG-PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Betty Petty 2113-1164
REVIEWED BY ACN
James (Agent 197) 401
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
To complete the Release of Lien negotiated with the Office of Chief Counsel, a
Commonwealth Appraisement has been produced to assess the real estate. For the value
received, the assessed property is hereby released from the lien, payment, operation and
collectability of any and all succession, estate or inheritance taxes, including direct,
transfer and collateral inheritance taxes, now due or that may hereafter become due the
Commonwealth of Pennsylvania. This release of lien is given pursuant to the authority
vested in the Secretary of Revenue.
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