HomeMy WebLinkAbout06-17-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARR1 s B uG,P6 L 6.8"FFICE OF'
R E G S T E 'V IL L S DATE 06-15-2015
ESTATE OF FENTON JEANETTE L
DATE OF DEATH 06-13-2013
JIN KI 11 91 -0714
FILE NUMBER 21 13
COUNTY CUMBERLAND
BRIfCIHEW"� ACN ADAM P 101
*
MP MAjWiTCSTJ RT APPEAL DATE: 08-14-2015
CJW,1fL0F!AN0 00-, PRA 17074-1536 (See reverse side under Objections)
Amount Remittedl
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 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FENTON JEANETTE LFILE N0. :21 13-0714 ACN: 101 DATE: 06-15-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 99,758.67 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) 862.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 100,620.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,994.89
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,540.14
11. Total Deductions (11) 19,535.03
12. Net Value of Tax Return (12) 81,085.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 57,705.06
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 .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate S;7,7nR-04 x 045 = 2,596.73
17. Amount of Line 14 at sibling rate (17) J0, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 2,596.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-07-2015 CD020109 .00 2,596.73
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-08-2015 TOTAL TAX PAYMENT 2,596.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. 63.88
TOTAL DUE 63.88
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
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FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.