HomeMy WebLinkAbout06-08-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE = DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-06
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DATE 06-02-2015
?O�C �� J� ESTATE OF SIPE LOIS
JUN QJ
J U U M DATE OF DEATH 07-28-2013
FILE NUMBER 21 13-0840
COUNTY CUMBERLAND
MYERS 0RPLiFDMU•ND
ACN 101
301 MARK Tuhs,F -� „ APPEAL DATE: 08-01-2015
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PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 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
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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: SIPE LOIS JFILE NO. :21 13-0840 ACN: 101 DATE: 06-02-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 145,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest CSchedule 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) 78,98 3. 15
6. Jointly Owned Property (Schedule F) C6) 148,477.25
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 372,460.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,619.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,613.84
11. Total Deductions (11) 40,233.76
12. Net Value of Tax Return - (12) 332,226.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 332,226.64
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) 332,224-44 x 045 = 14,950.20
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 14,950.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-22-2013 CDO18298 747.51 15,000.00
TOTAL TAX PAYMENT 15,747.51
BALANCE OF TAX DUE 797.31CR
INTEREST AND PEN. .00
TOTAL DUE 797.31CR
* 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.