HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX Wr REV-1547 EX AFP (11-14)
PO BOX V��- 61 �yORDED �F ICE Of
HARRISBURGURG PPA 1712$A
REGISTER C►= WILLS
DATE 05-11-2015
1`�MY
11015 P11 12 18 ESTATE OF MARETTA AUGUST S
J i ! ! i O DATE OF DEATH 04-01-2014
CLEi;" C)- FILE NUMBER 21 14-0327
COUNTY CUMBERLAND
STONE ESNRPHA1,MAVIP':.1T H ACN 101
414 BRGICD . STS APPEAL DATE: 07-10-2015
�R -y' - 7 ' See reverse side under Objections)
NEW CUMBERLAND PA 17070-1927 � J )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -i 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: MARETTA AUGUST SFILE NO. :21 14-0327 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 139,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,237.03 credit to your account,
S. 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) 208,651 .85
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 350 ,788.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48,612.49
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 00
11. Total Deductions (11) 48,612.49
12. Net Value of Tax Return (12) 302,176.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax C14) 302,176.39
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) - if) x 045 = .00
17. Amount of Line 14 at sibling rate (17) nO X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) 302,176.39 X 15 = 45,326.46
19. Principal Tax Due (19)= 45,326.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-26-2014 CDO19356 2,266.32 44,000.00
TOTAL TAX PAYMENT 46,266.32
BALANCE OF TAX DUE 939.86CR
INTEREST AND PEN. .00
TOTAL DUE 939.86CR
* 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.