HomeMy WebLinkAbout07-13-15 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 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-13-2015
RECORDED OFEjCE O ESTATE OF TRITT NANCY C
DATE OF DEATH 02-14-2013
REGISTER OF WILLS FILE NUMBER 21 13-0209
OTT ?Qjs AIL D13OR p COUNTY CUMBERLAND
12 08: ACN 101
28 AIRPORT RD APPEAL DATE: 09-11-2015
S H I P P E N S B U R G C L I?iAK V 2 5 7 (See reverse side under Objections)
ORIaH NT S' (I •r Amount Remitted
CllMBE{? + MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
I W 4 ,` 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: TRITT NANCY CFILE NO. :21 13-0209 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •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) 221,384.42
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 221 ,384.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) . 0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 00
12. Net Value of Tax Return (12) 221,384.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 523,730.31
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) -011x 045 = .00
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 523,730.31 X 15 = 78,559.54
19. Principal Tax Due (19)= 78,559.54
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-10-2015 CD020490 .00 27,750.00
INTEREST IS CHARGED THROUGH 07-28-2015 TOTAL TAX PAYMENT 27,750.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 50,809.54
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3,752.38
TOTAL DUE 54,561 .92
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUB\ „\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (\\�J`\',r/
REV-1470 EX(01.10)
pennsytVanla INHERITANCE TAX
i... DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG-PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Nancy Tritt 2113-0209
REVIEWED BY ACN
Shannon E Baker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Debts and Deductions claimed on the original return not deductible on the supplemental
return.
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