HomeMy WebLinkAbout04-20-15 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OFFICE OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (11-14)
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REGISTER OF WILLS DATE 04-20-2015
,��� APR 20 PM
�� ESTATE OF PATSY JOSEPH J
DATE OF DEATH 09-13-2014
_ FILE NUMBER 21 14-0950
CLE" , OF COUNTY CUMBERLAND
ROBIa �Ni ri ` SU4AMfIS M. ACN 101
CA L E T DATE: 06-19-2015
ST` PA 17 013-3425 (See eve se side under Objections)
Amount Remitted I-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS _LINE _ R_ETA_IN LOWER PORTION FOR YOURRECORDS4- -------------------
REV 154
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PATSY JOSEPH JFILE NO. :21 14-0950 ACN: 101 DATE: 04-20-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 42,471 .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) C3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,028. 19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 56,499. 19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,010.95
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 5,15 7.98
11. Total Deductions (11) 15,168.93
12. Net Value of Tax Return (12) 41,330.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _- .00
14. Net Value of Estate Subject to Tax (14) 41,330.26
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) - nnx 045 = .00
17. Amount of Line 14 at sibling rate (17) 41 .330.26 1 X 12 = 4,959.63
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,959.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-12-2014 CD020019 247.98 4,711 .65
TOTAL TAX PAYMENT 4,959.63
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 (CR), YOU MAY BE DUE *_\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.