HomeMy WebLinkAbout06-30-15 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 REV-1547 EX AFP (11-14)
PO BOX 280601 Oy!ICE OF
HARRISBURG PA 17128-0601 RECORDED
DATE 06-22-2015
?01s JUN`�lUhf 30 PM 3 50 ESTATE OF CLARKSON JUDITH A
IV DATE OF DEATH 07-19-2014
UFILE NUMBER 21 14-0708
.UU11'r''1 COUNTY CUMBERLAND
OTTO III O ETvp ��,;a ACN 101
10 E HIGH ST�Ui,f5t-F,1 �i,D C.O., FA APPEAL DATE: 08-21-2015
CARLISLE PA 17013-3015 (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: CLARKSON JUDITH AFILE NO. :21 14-0708 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 148,401 .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) 3,720.85
6. Jointly Owned Property (Schedule F) (6) 619.24
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 152,741 .09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,77 7.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 114,641 . 12
11. Total Deductions (11) 128,418.78
12. Net Value of Tax Return (12) 24,322.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 24,322.31
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) 24•;22-31 X 045 = 1,094.50
17. Amount of Line 14 at sibling rate (17) n 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 1,094.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-03-2015 CD020207 .00 1,094.50
TOTAL TAX PAYMENT 1 ,094.50
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. \(�