HomeMy WebLinkAbout04-20-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA &E.GaRDED OFFICE OF
REGISTER OFF WILLS DATE 04-13-2015
ESTATE OF PERRY SR BARRY E
?015 NOR 20 PM 1 20 DATE OF DEATH 03-12-2014
FILE NUMBER 21 14-0478
CLER.� OF COUNTY CUMBERLAND
MATEYA S,MARKU, A
ORPHAN R T ACN 101
55 W " APPEAL DATE: 06-12-2015
LR L,k', / . P '
CARLM 'VE" PX 17613 (See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I 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: PERRY SR BARRY EFILE NO. :21 14-0478 ACN- 101 DATE: 04-13-2015
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) 58,484.50 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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 CSchedule E) (5) 14,608.86
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 73,093.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,721.30
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 49,517.92
11. Total Deductions (11) 70,239.22
12. Net Value of Tax Return (12) 2,854.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 2,854.14
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) 1,427.07 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 .427-n7 x 045 = 64.22
17. Amount of Line 14 at sibling rate (17) .00, x 12 = .00
18. Amount of Line 14 taxable at collateral rate Cis) .00 X 15 = .00
19. Principal Tax Due (19)= 64.22
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-03-2014 CDO19985 .00 328.70
TOTAL TAX PAYMENT 328.70
BALANCE OF TAX DUE 264.48CR
INTEREST AND PEN. .00
TOTAL DUE 264.48CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DU60
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
RFV-1470 EX(01-10)
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.} pennsytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION 3/12/2014
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENTS NAME FILE NUMBER
Barry E. Perry, Sr. 21 14-0478
REVIEWED BY. ACN
-Steven -Agent# 193 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 5 As this real estate was owned as tenants in common between the decedent and his son in
law, the decedent's 1/2 interest is reportable on Schedule A and distributed as probate
property under the intestate laws of Pennsylvania.
F The remaining assets on Schedule F were assets held as tenants by the entirety with the
decedent's spouse and are not reportable for Inheritance Tax purposes.
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