HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX ____1
INHERITANCE TAX��IS�ON�U L� OFFICE r I C L O� REV-1547 EX AFP (11-14)
PO BOX 280601 tGVORULD V ICL V
HARRISBURG PA 17128-0601
REGIS TIER GF WILLS
DATE 05-11-2015
HIS FIR
1`i Pm 12 20 ESTATE OF HEISLER CURTIS D
111 1 ' DATE OF DEATH 03-29-2014
FILE NUMBER 21 14-0470
CLEi�'� �� COUNTY CUMBERLAND
WALLEIORhP'I AN,"'DI�B'RAT K ACN 101
24 TggNUr-STr i APPEAL DATE: 07-10-2015
CAMP HILL PA 17 011 (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-- -1 --RETAIN-LOWER-PORTION FOR YOUR RECORDS E- --------------
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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: HEISLER CURTIS DFILE NO. :21 14-0470 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 138,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 789.42 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 507.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 45,702.61
8. Total Assets (8) 184,999.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,29 0.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,202.36
11. Total Deductions (11) 22,493.07
12. Net Value of Tax Return (12) 162,506.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 7,000.00
14. Net Value of Estate Subject to Tax (14) 155,506.32
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) 17,306.32 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -(10 x 045 = .00
17. Amount of Line 14 at sibling rate (17) 138.20n.00 X 12 = 16,584.00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00
19. Principal Tax Due (19)= 16,584. 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-29-2014 CD020082 . 00 13,884.83
INTEREST IS CHARGED THROUGH 05-26-2015 TOTAL TAX PAYMENT 13,884.83
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,699. 17
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 32.76
TOTAL DUE 2,731.93
* 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.
REV-1470 EX((;:-10)
penn$ytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE
_......__. EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN15004923
PO Box 280601
HARRISBURG.PA 060
DECEDENT'S NAME FILE NUMBER
Curtis D. Heisler 2114-0470
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Specific bequests are taxable outright to the beneficiary/les before determining residue.
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