HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX pennsyLvania
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
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_ ----BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
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REGISTER OF WILLS DATE 07-06-2015
ESTATE OF SIEG MARTHA L
JUL 6 FM 3 10 DATE OF DEATH 08-04-2010
ttUii FILE NUMBER 21 10-0836
CUMBERLAND
Or RONALD P COUNTY 101
ORPMR, (�-H'A�iRj'N ST ACN APPEAL DATE: 09-04-2015
GUM, BER-L4kkTSB'6`RF,' PA 17111-1949 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4- ---------------
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIEG MARTHA LFILE NO. :21 10-0836 ACN: 101 DATE: 07-06-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. SUPPLEMENTAL RETURN NO. 03
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 21,189.24 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 789.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 21,978.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 134.69
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 100
11. Total Deductions (11) 134.69
12. Net Value of Tax Return (12) 21,843.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) -0 0
14. Net Value of Estate Subject to Tax (14) 426,396.46
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) 471 ,A94_44 X 045 = 18,962.84
17. Amount of Line 14 at sibling rate (17) 5,000,00 x 12 = 600.00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 19,562.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
sum-KA-kyoF ALL 05 PAYMENTS
01-15-2015 968.42 .00
168.47- 18,762.89
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-16-2015 TOTAL TAX PAYMENT 19,562.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. 8.84
TOTAL DUE 8.84
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.