HomeMy WebLinkAbout06-30-15 C 1
NOTICE OF INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 DC AFP (11-14)
PO BOX 280601 RECORDED OFFICE Vc
HARRISBURG PA 17128-0601 RtG!S i }.') (.- WILLS
rr ,f DATE 06-29-2015
�Q�J u111�J 3O nn JST�TE OF PRESSLEY JR WILLIAM R
DA++ OF DEATH 05-21-2014
GLOF FILE NUMBER 21 14-0758
ORPNt' <S,
COUNTY
CUMBERLAND
MATEYA MARK A 101
55 W CHURCH AVE CLIMB RLt,."D CO Ptk APPEAL DATE: 08-28-2015
CARLISLE PA 17013 (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: PRESSLEY JR WILLIAM RFILE NO. :21 14-0758 ACN: 101 DATE: 06-29-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 294,277.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 2,72 9.30 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) 8 2,08 9.94
6. Jointly Owned Property (Schedule F) (6) 22.70
7. Transfers (Schedule G) (7) .00
8. Total Assets CB) 379,118.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 57,550.75
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 131 ,921.49
11. Total Deductions cll) 189,472.24
12. Net Value of Tax Return C12) 189,646.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 189,646.70
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) 1R9.444.7n X 045 = 8,534. 10
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 C19)= 8,534. 10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-09-2015 CD020225 .00 7,743. 14
INTEREST IS CHARGED THROUGH 07-14-2015 TOTAL TAX PAYMENT 7,743. 14
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 790.96
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.27
TOTAL DUE 800.23
* 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) '
,a pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG-PA 28-0601
DECEDENTS NAME FILE NUMBER
William Pressley, Jr. 2114-0758
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The value of the real estate has been increased from $33,600 to $44,016 as the result of
use of the common level ratio to reflect reasonable fair market value.
A 2 The value of the real estate has been increased from $23,100 to $30,261 as the result of
use of the common level ratio to reflect reasonable fair market value.
ROW Page 1.