HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX r pennsyLvarna
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
HARRISBURG PA 17128-0601
PEVCRDED OFFICE OF DATE 06-22-2015
REGIST." OF `,HIS ESTATE OF BRUNNER DOROTHY E
JUN
OF DEATH 04-16-2014
?015 JUN 30 Pn 3 50 FILE NUMBER 21 14-0429
COUNTY CUMBERLAND
MITCHELL ESQ SCOTT CLEA, \' OF ACN 101
PO BOX 1146 ((�� P ,, APPEAL DATE: 08-21-2015
HARRISBURG PAP 17108-1146U 7 (See reverse side under Objections)
CUMBER A311D CO., PA 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 4
REV 1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRUNNER DOROTHY EFILE NO. :21 14-0429 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 127,000.00 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) 7,051 .58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 45,688.30
8. Total Assets (8) 179,739.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 36,712.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 29 5.53
11. Total Deductions (11) 37,008.31
12. Net Value of Tax Return (12) 142,731 .57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 142,731.57
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) 142,731 -gi7 X 045 = 6,422.92
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)= 6,422.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-04-2015 CD020223 .00 6,422.92
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-05-2015 TOTAL TAX PAYMENT 6,422.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.01
TOTAL DUE 10.01
* 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.`