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HomeMy WebLinkAbout06-17-15 NOTICE OF INHERITANCE TAX .;` Pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION �} _ C REV-1547 EX AFP (11-14) PO BOX 280601 �rf� OOfSI �L� OI' NICL OF ' HARRISBURG PA 171�j -0601(C } i { 1 1 u DATE 06-15-2015 7015 JUN 17 Ai 11IL i2 ESTATE OF . HEADLEY CONRAD E DATE OF DEATH 08-05-2012 CLERK OF FILE NUMBER 21 12-0943 AND REW§Fb} 114ANS'TaKRT P COUNTY CUMBERLAND ACN 101 78 W fMM, !JLV'D CO PA APPEAL DATE: 08-14-2015 CARLISLE PA 17013-3216 (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 C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HEADLEY CONRAD EFILE NO. :21 12-0943 ACN: 101 DATE: 06-15-2015 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) Cl) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 5,8 67.00 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) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 5,867.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00 11. Total Deductions (11) .00 12. Net Value of Tax Return (12) 5,867.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 5,867.00 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) 5,867.00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate C16) - nn x 045 = .00 17. Amount of Line 14 at sibling rate (17) .DL X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 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. 66 REV-1470 EX(01-10) v pennsy[vania INHERITANCE TAX <.,._......_.,,_ DEPARTMENT OF REVENUE ' EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG.PA 17128-0601 DECEDENT'S NAME FILE NUMBER Conrad Headley 2112-0943 REVIEWED BY ACN Tracell Agent#93 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES F All The value of the return has been adjusted. Assets held jointly between a decedent and their spouse is not reportable for inheritance Tax purposes. ROW Page 1