HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX _ fi pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL raxEs OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE
S5QQ??TAX�DIVtISION C REV-1547 EX AFP (11-14)
PO HARRIOSBURO PA 1Y12$ 0601' ' r
REGI;-P, 'F '11' LS
DATE 05-11-2015
?015 19 PM i2 18 ESTATE OF SCHWANGER ANNA
DATE OF DEATH 01-09-2014
FILE NUMBER 21 14-0142
COUNTY CUMBERLAND
C""'XPARLES R ACN 101
1 0USE••AVE- r3, APPEAL DATE: 07-10-2015
�C FM P ` i%'_ See reverse side under Objections)
CAMP HILL {PA 17011-2326 � J )
Amount Remitted
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 - --------------
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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: SCHWANGER ANNA FILE NO. :21 14-0142 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10,063.49
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 12,088.40
8. Total Assets (8) 22,151 .89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 8,021 .02
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,77 9.77
11. Total Deductions (11) 10,800.79
12. Net Value of Tax Return (12) ill 351 . 10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 11 ,351 . 10
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 11 -ASI _ 1 0 x 045 = 510.80
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate CIS) .00 X 15 = .00
19. Principal Tax Due (19)= 510.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-26-2014 CD020074 .00 510.80
05-04-2015 SBADJUST .00 3.27
TOTAL TAX PAYMENT 510.80
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.