HomeMy WebLinkAbout06-17-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601C`/�
HARRISBI�R97�D77',128r.061�i-FICi C 0 E OF
7 � = DATE 06-15-2015
�7 n�_ qq ESTATE OF WIRE ETHEL R
! it{ � �1j DATE OF DEATH 04-28-2014
FILE NUMBER 21 14-0461
CL F; Or COUNTY CUMBERLAND
�. H�rCCS=RALPH W ACN 101
W
1� 1I�T�1''c'ST APPEAL DATE: 08-14-2015
�HtE L CO_ 'P�d 17011-5402 (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
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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: WIRE ETHEL RFILE NO. :21 14-0461 ACN: 101 DATE: 06-15-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) Cl) 140,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 20,722.88
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7)
13,376.51
8. Total Assets (8) 174,099.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 5,463.42
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 104,871 .61
11. Total Deductions (11) 110,335.03
12. Net Value of Tax Return (12) 63,764.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 63,764.36
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) A;•764-36 x 045 = 2,869.40
17. Amount of Line 14 at sibling rate (17) -On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,869.40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-28-2015 CD020176 .00 2,869.00
06-08-2015 SBADJUST .00 .40
TOTAL TAX PAYMENT 2,869.40
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. (l\J�vYI