HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 1
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 R E C v, D`3 0'r r 0
REH J • .. _r 1.„
��� T r,, , � I t r DATE 06-22-2015
q A� L� ESTATE OF SULLIVAN NANCY C
?Q15 u��tV 30 Pn 3 50 DEATH
05-13-2014
FILE NUMBER21 14-0508
COUNTY CUMBERLAND
HATCH CRAIG �A ACN 101
HALBRUNER HATCH & GUq,SE��� •,< <,' ( Pjt'T APPEAL DATE: 08-21-2015
2109 MARKET ST FL QIU�;3'-�;;; pia (See reverse side under Objections)
CAMP HILL PA 17011-4723 Amount Remitted
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
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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: SULLIVAN NANCY CFILE NO. :21. 14-0508 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 104,950.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) 3 3,29 6.84
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets C8) 138,246.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29,887.82
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 26,407.01
11. Total Deductions (11) 56,294.83
12. Net Value of Tax Return (12) 81,952.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 81,952.01
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) 81 .952_O1 X 045 = 3,687.84
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,687.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-08-2014 CDO19522 184.39 6,000.00
TOTAL TAX PAYMENT 6,184.39
BALANCE OF TAX DUE 2,496.55CR
INTEREST AND PEN. .00
TOTAL DUE 2,496.55CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.