HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX Io OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 � 0 (r!
L - 1 I V L O F
HARRISBURG PA 17128-0601
REGIS T E.11 v' V1ILLS
C �; DATE 05-04-2015
?015 t Y 19 P! 112 21 ESTATE OF RUE CLAIRE A
DATE OF DEATH 03-23-2014
OLt_ FILE NUMBER 21 14-0312
MATE YAORPiIAN K,EMAk *�T A COUNTY CUMBERLAND
ACN 101
55 WC"0FC'H"AVE `; APPEAL DATE: 07-03-2015
CARLISLE PA 17013-3202 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: RUE CLAIRE AFILE NO. :21 14-0312 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: ( 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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 22,433.76
6. Jointly Owned Property (Schedule F) (6) 104,865. 12
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 127,298.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,4 25.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 17.75
11. Total Deductions (11) 17,443.47
12. Net Value of Tax Return (12) 109,855.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 109,855.41
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) 72,855.41 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 17.nnn _nn X 045 = 1,665.00
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,665.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-20-2014 CDO19320 78.87 1 ,498.50
12-18-2014 CD020042 .00 87.63
TOTAL TAX PAYMENT 1,665.00
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.