HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX �{ tt (�(� OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 260601 Re �"t L E U �.r�FF i V L OF
HARRISBURG PA 1717 -,G�j t��IL�S
kjj ( DATE 05-04-2015
HIS FIRY 14 PM 12 21 ESTATE OF BROWN PIL S
DATE OF DEATH 03-09-2014
0LEF_. 'CF FILE NUMBER 21 14-0366
KAYS ORPFj h E;v5. � n�.rt R COUNTY CUMBERLAND
LAUREN E ACN 101
1 W HAT,N"'81 �" APPEAL DATE: 07-03-2015
SHIREMANSTOWN PA 17011-6327 (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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWN PIL SFILE NO. :21 14-0366 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 20,164.52 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) 6,0 36.00
6. Jointly Owned Property (Schedule F) (6) 100,858.85
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 127,059.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,274.52
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 16,274.52
12. Net Value of Tax Return (12) 110,784.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 110,784.85
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) 1 1 n .7R4_RS X 045 = 4,985.32
17. Amount of Line 14 at sibling rate (17) .110 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 4,985.32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-22-2014 CDO19195 53.95 1,025.01
12-16-2014 CD020030 2.21- 3,908.57
04-27-2015 SBADJUST .00 .03
TOTAL TAX PAYMENT 4,985.32
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 q�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �`