HomeMy WebLinkAbout04-20-15 a - NOTICE OF INHERITANCE TAX pennsytvarna
Q`47
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE T I /� OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280W� NUft OFFICE OF" REV-1547 EX AFP (I1-14)
HARRISBURG PA REGIS
G G SQI LR
OF
WILLS
,,;L L S
i DATE 04-20-2015
?p15 APR 20 FM 1 lg ESTATE OF NELSON IRA I
DATE OF DEATH 06-09-2014
CL Q `. 0 F FILE NUMBER 21 14-0580
,�, i�r� COUNTY CUMBERLAND
WEBOW 6R, I',+E,SQC ORI-A�ARD L ACN 101
1 [ I;fi1GSY APPEAL DATE: 06-19-2015
SHIPPENSBURG PA 17257 (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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NELSON IRA IFILE NO. :21 14-0580 ACN: 101 DATE: 04-20-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 62,217.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 57,979.61
8. Total Assets (8) 120,197.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) C9) 12,394.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,5 72.68
11. Total Deductions (11) 18,967.12
12. Net Value of Tax Return (12) 101,230.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 101 ,230.29
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) I OI •q;0-79 X 045 = 4,555.36
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,555.36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-11-2014 CD020017 . 00 4,417.35
12-11-2014 CD020018 .00 5.63
INTEREST IS CHARGED THROUGH 05-05-2015 TOTAL TAX PAYMENT 4,422.98
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 132.38
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .62
TOTAL DUE 133.00
* 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),
9�
enns
nlvania
r Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN14222918
PO Box 280601
HARRISBURG,PA 10
DECEDENT'S NAME FILE NUMBER
Ira I. Nelson 2114-0580
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G 1 The IRA is fully taxable as the decedent was over the age of 591/2.
i
i
ROW Page 1