HomeMy WebLinkAbout06-17-15 y 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 RECORDED D O F FI i�n E OF
F REV-1547 EX AFP (11-14)
PO BOX 280601 l/
HARRISBURG PA 17128-0601 R ( C` ir' A[
DATE 06-15-2015
JUN UN 17 11 92 ESTATE OF HARRY EDWARD F
DATE OF DEATH 01-02-2014
CLEi',K OF FILE NUMBER 21 14-0057
ORri J r„�• �� f�i COUNTY CUMBERLAND
SHIELDS II ��tt �Ii RUES ACN 101
6 CLOUSER YMBFRI`_Ati() (,("j, APPEAL DATE: 08-14-2015
MECHANICSBURG PA 17055 (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: HARRY EDWARD FFILE NO. :21 14-0057 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) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. 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) 39,4 5 0.99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 20,130.77
8. Total Assets (8) 59,581 .76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,5 5 6.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 23,690.95
11. Total Deductions (11) 42,246.99
12. Net Value of Tax Return (12) 17,334.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 17,334.77
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 17,334-77 X 045 = 780.06
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 C19)= 780.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-11-2014 CDO19017 .00 430.29
INTEREST IS CHARGED THROUGH 06-30-2015 TOTAL TAX PAYMENT 430.29
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 349.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.77
TOTAL DUE 357.54
* 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(01.10)
pennsyLvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG. A 128-060
DECEDENTS NAME FILE NUMBER
Edward Harry 2114-0057
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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