HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX � Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE
NH Eau of INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (11-14)
POBOXT280601AX ('t D E D OFFICE O E
HARRISBURG PA 1712,rl
ISTER
V WILLS
DATE 05-11-2015
?015 F1t5Y 19 Pfd 12 18 ESTATE OF HANDSHAW HARPER G
DATE OF DEATH 04-01-2014
CLEF..'\' OF FILE NUMBER 21 14-0347
STONE E@6PHAN%ACv'1`'T H COUNTY CUMBERLAND
414 BQdGEST� �, r '.,, 101
1'�� ACN APPEAL DATE: 07-10-2015
NEW CUMBERLAND PA 17070-1927 (See reverse side under Objections)
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 t-- --------------
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REV 1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HANDSHAW HARPER GFILE N0. :21 14-0347 ACN: 101 DATE: 05-11-2015
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) 51 ,365.89 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) �� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 35,988.94
6. Jointly Owned Property (Schedule F) (6) .06
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 87,354.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,932.32
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,775, 10
11. Total Deductions (11) 10,707.42
12. Net Value of Tax Return (12) 76,647.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 76,647.47
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) 74,447-47 X 045 = 3,449.14
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)= 3,449. 14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-17-2014 CDO19315 168.42 3,200.00
12-30-2014 CD020090 .00 80.72
TOTAL TAX PAYMENT 3,449. 14
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.