HomeMy WebLinkAbout05-14-15 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)
PO BOX 280qT�925_�&,D OFFICE OF
HARRISBURG I
REGISTE.R �F WILLS DATE 05-04-2015
?o1s F18Y 19 PM 12 20 ESTATE OF KNIPE PATRICIA A
DATE OF DEATH 10-30-2013
CLE" . CF FILE NUMBER 21 13-1257
COUNTY CUMBERLAND
WAR�;RA,W%0S' C0,19k.0-CE i ACN 101
2CLA 07-03-2015
,)(M N,2ND� ST A APPEAL DATE:
HARRISBURG PA 17110-1008 (See re),erse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
RiV:-li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--O-F--INHERITANCE-TAX--APP-R-A-Ii-E-M-E;i-p-ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KNIPE PATRICIA AFILE NO. :21 13-1257 ACN. 101 DATE: 05-04-2015
TAX RETURN WAS: C 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) 1 ,764.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (S) .
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) 42.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1 ,806.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 715.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 10 a
11. Total Deductions (11) 715.00
12. Net Value of Tax Return (12) 11091.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 151,347.98
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) 151 .25647-98 x 045 = 6,810.66
17. Amount of Line 14 at sibling rate (17) .00, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,810.66
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-12-2013 CDO18518 289.47 5,500.00
01-25-2014 CDO18696 8.65 164.26
04-29-2014 CDO19079 .00 799.14
12-29-2014 CD020076 .61- 49.77
TOTAL TAX PAYMENT 6,810.68
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY RE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.