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HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX pennsyLvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E)( AFP (11-14) PO BOX 280601 HARRISBURG PA 1712BB&CORDED OFFICE OF REGISTER OF WILLS DATE 07-06-2015 ESTATE OF BESHORE JEAN E ?015 JUL 6 P11 3 11 DATE OF DEATH 11-29-2014 FILE NUMBER 21 14-1166 GLEES COUNTY CUMBERLAND BOGWAR J MES D ACN 101 PPHANS' COURT APPEAL DATE: 09-04-2015 1 M SHIREAIN - PCAWMrb�1RL;"kti07,0pt-6327 (See reverse side under Objections) Amount Remittedi 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 4- --------------- REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BESHORE JEAN EFILE NO. :21 14-1166 ACN: 101 DATE: 07-06-2015 TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 128,367.01 credit to your account, 00 submit the upper portion 3. 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) 21,272.43 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers CSchedule G) C7) 38,077.26 B. Total Assets (8) 187,716.70 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,5.30.83 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 10 0 11. Total Deductions (11) 14,550.83 12. Net Value of Tax Return (12) 173,185.87 15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 00 14. Net Value of Estate Subject to Tax (14) 173,185.87 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 173.181;_R7 x 045 = 7,793.36 17. Amount of Line 14 at sibling rate (17) AL x 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 7,793.36 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 02-26-2015 CD020280 389.67 7,403.69 TOTAL TAX PAYMENT 7,793.36 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.