HomeMy WebLinkAbout04-20-15 NOTICE OF INHERITANCE TAX bi
pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAXINHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 2B@yQA"91 pgp OFFICE OF
HARRISBUR 1
REGISTER OF WILLS
DATE 04-20-2015
?nis I,D20 Fn 1 21 ESTATE OF MOYER ANN F
1 iI � t DATE OF DEATH 10-31-2014
CLERK OF FILE NUMBER 21 14-1062
COUNTY CUMBERLAND
FLIRCa , ( Q[,1IipMAS E ACN 101
fi;GH AST,, rr.. �` ° APPEAL DATE: 06-19-2015
,j� � ,
CA ISLE PA 17013-2922 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT- -
ALONGTHIS LINE -- RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS F-
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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: MOYER ANN FFILE NO. :21 14-1062 ACN: 101 DATE: 04-20-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 683,973.08 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/Misc. Personal Property (Schedule E) (5) 2 0,90 3.55
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 138,015.00
8. Total Assets C8) 842,891 .63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,916.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,312.52
11. Total Deductions (11) 36,228.86
12. Net Value of Tax Return (12) 806,662.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 806,662.77
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) ROA.467-77 X 045 = 36,299.82
17. Amount of Line 14 at sibling rate (17) 0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 36,299.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-22-2015 CD020151 11814.99 34,484.83
TOTAL TAX PAYMENT 36,299.82
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.