HomeMy WebLinkAbout07-06-15 _ NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE T{AXi/��DI�V�I�� O� REV-1547 EX AFP (11-14)
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STER OF ��'LLS
REGI
DATE 06-29-2015
7��5 �� 6 Pfd 3 1Z ESTATE OF WOODWARD ELSIE H
DATE OF DEATH 11-19-2013
CLERK OF FILE NUMBER 21 14-0208
�,_! COUNTY CUMBERLAND
ORPhJt4,aNikrCH{�ESQ BRIAN C ACN 101
GUMBB'SFNI f,�4T"IMQ,,Rt",ST APPEAL DATE: 08-28-2015
D I L L S B U R G PA 17019-1287 (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: WOODWARD ELSIE HFILE NO. :21 14-0208 ACN: 101 DATE: 06-29-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 20,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,188.66
6. Jointly Owned Property (Schedule F) (6) 7,780.60
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 31 ,969.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15,900.30
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,14 9.57
11. Total Deductions (11) 25,049.87
12. Net Value of Tax Return (12) 6,919.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 6,919.39
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) .0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 4 ,919-39 x 045 = 311.37
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 311 .37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-16-2015 CD020248 .00 311.37
06-22-2015 SBADJUST .00 4.62
TOTAL TAX PAYMENT 311.37
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.