HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAXpennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ OF DEDUCTIONS AND ASSESSMENT OF TAX
-__�
INHERITANCE TAX DIVISION ,�� REV-1547 EX AFP (11-14)
PO BOX 28060ECCRCED URGE �r
HARRISBURG PA_ 17128-0601
REGIS i s ,''. : ']LLS
l DATE 05-11-2015
?015 I Oh l�} 14 P m 1 12 18 ESTATE OF TREECE AUDREY J
DATE OF DEATH 03-31-2014
CLE.- CF FILE NUMBER 21 14-0306
KLINOtiPNIaf� � ROBERT p COUNTY CUMBERLAND
ACN 101
71,tLBRiPRE'_STREET" �.': APPEAL DATE: 07-10-2015
PO BOX 461 (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0461 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- -------------------
-------------- - -- -------------------- ---------------------- ----
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TREECE AUDREY JFILE NO. :21 14-0306 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 95,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
S. 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) (5) 25,270.36
6. Jointly Owned Property CSchedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 120,770.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,118.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 100,123.64
11. Total Deductions (11) 118,242.31
12. Net Value of Tax Return (12) 2,528.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,528.05
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) 2,528-05 X 045 = 113.76
17. Amount of Line 14 at sibling rate (17) -110X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 113.76
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-30-2014 CD020081 .00 113.76
TOTAL TAX PAYMENT 113.76
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.