HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAXPennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX 10V REV-1547 EX AFP (11-14)
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PA U(Qh R E D OFFICE O F
HARRISBURG PA 171 d6A��l U
REGISTER OF !'BILLS DATE 07-06-2015
ESTATE OF SENISE JOHN V
?01S JUL 6 Phi 3 10 DATE OF DEATH 06-10-2014
_ FILE NUMBER 21 14-0583
CLERK OF COUNTY CUMBERLAND
TAX OFPHANSF��v!1RT B ACN 101
FULT N APPEAL DATE: 09-04-2015
PO BW MR LAN D CO., P} (See reverse side under Objections)
LANCASTER PA 17604-3215 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 f-
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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: SENISE JOHN VFILE NO. :21 14-0583 ACN: 101 DATE: 07-06-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 145,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,79 9.56 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
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) 96,991 .1 7
6. Jointly Owned Property CSchedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 243,790.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 40,435.95
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,15 7.98
11. Total Deductions (11) 42,593.93
12. Net Value of Tax Return (12) 201,196.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 6 0,16 7.54
14. Net Value of Estate Subject to Tax (14) 141 ,029.26
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 C16) - if) x 045 = .00
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 141,029.23 x 15 = 21,154.39
19. Principal Tax Due (19)= 21,154.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-04-2014 CDO19638 960.00 18,240.00
02-19-2015 CD020260 .00 1,954.39
TOTAL TAX PAYMENT 21,154.39
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.