HomeMy WebLinkAbout05-14-15 (2) NOTICE OF INHERITANCE TAXpennsyLvania
APPRAISEMENT* ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE Q
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX lb� REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION
PO BOX 280601 fl�CORDED OFFICE OF
HARRISBURG PA 17128- REGISTER Or- WILLS DATE 05-11-2015
?oiS MY 14 Pn 12 17 ESTATE OF WARNER MARY E
DATE OF DEATH 08-28-2010
CLUk'\ OF FILE NUMBER 21 10-0996
COUNTY CUMBERLAND
DANIELS ORpJJAWYLUAW"�§ ACN 101
STE 215,CUMBEI-l' APPEAL DATE: 07-10-2015
1 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013-2951 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WARNER MARY EFILE N0. :21 10-0996 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: ( 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) .00 credit to your account,
00 submit the upper portion
3. 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 (Schedule E) (5) 16,458.76
6. Jointly Owned Property (Schedule F) (6) 75,637.32
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 92,096.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,200-00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) 15,200.00
12. Net Value of Tax Return (12) 76,896.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 76,896.08
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) 76,A94-nA x 045 = 3,460.32
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (Is) .00 X 15 = .00
19. Principal Tax Due (19)= 3,460.32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
SUMMARY OF ALL 07 PAYMENTS
05-01-2015 170. 18 3,296.20
TOTAL TAX PAYMENT 3,460.32
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.