HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANC�&1ttVJSR-MO
J0N REV-1547 EX AFP (11-14)
PO BOX 280 -D FFFICE OF-
HARRISBURG Pp jL7A�
LU1%0f101_'R CF WILLS
DATE 05-04-2015
HIS FIRY 14 PA 12 20, ESTATE OF MANN HELEN L
DATE OF DEATH 03-10-2009
CLEF", OF FILE NUMBER 21 11-*1051
COUNTY CUMBERLAND
JACRUNP-SQ" C'AAiFION C ACN 101
sUPW',�L".' ", '- P" APPEAL DATE: 07-03-2015
409 N 2ND ST (See reverse side under Objections)
HARRISBURG PA 17101-1357 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 #-w
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MANN HELEN LFILE NO. :21 11-1051 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 11,036.58 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,116.46
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
B. Total Assets 12,153.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 100
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 12,153-04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (is) .00
14. Net Value of Estate Subject to Tax (14) 418,007.75
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) 418.nn7_7R, x 045 = 18,810.35
17. Amount of Line 14 at sibling rate (17) -nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 18,810.35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-21-2012 CDO16543 1,186.92- 19,997.27
01-14-2013 REFUND .00 4.50-
11-25-2014 CDO19968 539.90- 544.40
11-25-2014 CDO19969 2.49- 2.49
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-26-2014 TOTAL TAX PAYMENT 18,810.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. 52.04
TOTAL DUE 52.04
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.