HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANC
BUREAU OF INDIVIDUAL T � r iCE U OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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DATE 05-11-2015
a01� ,�� � 1 , 1 ESTATE OF WILSON PATRICIA M
1 DATE OF DEATH 03-24-2014
C��r•.� CF _ FILE NUMBER 21 14-0307
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H1 D't"_',J .F., GARY "'� L ACN 101
STC, BEr0 APPEAL DATE: 07-10-2015
2215 FOREST HILLS DR (See reverse side under Objections)
HARRISBURG PA 17112-1099 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 4--- --------------
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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: WILSON PATRICIA MFILE NO. :21 14-0307 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) 115,000.00 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.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 25,155.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 720.23
8. Total Assets (8) 140,875.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 22,21 7.80
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24,889.26
11. Total Deductions (11) 47,107.06
12. Net Value of Tax Return (12) 93,768.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 93,768.80
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) 9 ,748-An X 045 = 4,219.60
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)= 4,219.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-16-2014 CDO19307 210.98 4,800. 00
TOTAL TAX PAYMENT 5,010.98
BALANCE OF TAX DUE 791 .38CR
INTEREST AND PEN. .00
TOTAL DUE 791.38CR
* 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.