HomeMy WebLinkAbout07-06-15 (2) NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX D(I+V(I�SppIOjjN�� (} j j+ �^ REY-1547 EX AFP (ll-14)
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HARRISBURG 6PAREWB6 ED OFFICE O`
REGISTER OF WILLS DATE 07-06-2015
EBE?015 JUL 6 P#! 3 11 DATETOFODEATH 10-30-2014 MARY J
FILE NUMBER 21 15-0194
CLERK OF COUNTY CUMBERLAND
TRIMMpp�%SS' MVt T A ACN 101
PO (� jj�� [[��� APPEAL DATE: 09-04-2015
MEC��P9160 0 PX 14055-0659 {See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUTALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS --------------
REV--1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EBERSOLE MARY JFILE NO. :21 15-0194 ACN: 101 DATE: 07-06-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) 8,518.00 credit to your account,
0 0 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,8 00.00
6. Jointly Owned Property (Schedule F) (6) 474.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 23,792.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,708.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- 7,6 28.00
11. Total Deductions (11) 9,336.00
12. Net Value of Tax Return (12) 14,456.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13J .00
14. Net Value of Estate Subject to Tax (14) 14,456.00
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) 14,456-00 x 045 = 651.00
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 651 .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C^)
PAYMENT MUST BE MADE BY 07-30-2015*. TOTAL TAX PAYMENT ,00
BALANCE OF TAX DUE 651 .00
INTEREST AND PEN. .00
TOTAL DUE 651 .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.