HomeMy WebLinkAbout05-20-15 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)
0 175, 0 -FICE OF
P0ARB01XSBU2R8GiU=ktl
REGIS E" `F WILLS DATE 05-18-2015
20 An 10 58 ESTATE OF HEBERLIG MILDRED C
DATE OF DEATH 10-01-2014
C L E F FILE NUMBER 21 14-0996
COUNTY CUMBERLAND
ZULIOW ACN 101
gR,! C'--J t� R
ST .2 0-0-r 1 '"' " - ` APPEAL DATE: 07-17-2015
laL-)_'
IN ST (See reverse side under Objections)
CHAMBERSBURG PA 17201-1814 Amount Remittedl
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 +-
Ri�---li4-7--Ei--A-F-P-i-1-1--i-4-)-�-0-T-Iii--O-F-i-N-Hii-I-T-A;i-E-ii-X--A�i-R-Aii-E-M-E�i-p--AEE-0-Wi;-C-E-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEBERLIG MILDRED CFILE NO. :21 14-0996 ACN: 101 DATE: 05-18-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
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) 654,727.62 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,309.62
6. Jointly Owned Property (Schedule F) (6) 50,581.80
7. Transfers (Schedule G) (7) 32,764.41
8. Total Assets (8) 757,383.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) 15,798.42
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 107.69
11. Total Deductions (11) 15,906.11
12. Net Value of Tax Return (12) 741,477.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 741,477.34
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) 115,960.10 x 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 429;.51 7-24 X 045 = 28,148.28
17. Amount of Line 14 at sibling rate (17) AL x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 28,148.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-31-2014 CD020086 1,400.82 26,615.49
PAYMENT MUST BE MADE BY 07-01-2015*. TOTAL TAX PAYMENT 28,016.31
BALANCE OF TAX DUE 131.97
INTEREST AND PEN. .00
TOTAL DUE 131 .97
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.