HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIIVISIION Cn /�C OF DEDUCTIONS AND ASSESSMENT OF TAX -- REV-1547 EX AFP (11-14)
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REGISTER OF WILLS DATE 07-13-2015
ly ESTATE OF BELL KATHLEEN I
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?015 JUL 13 ( I � 12 09 DATE OF DEATH 11-06-2013
FILE NUMBER 21 13-1322
CLERK CF COUNTY CUMBERLAND
MCKN"ff „h1�1�lRC�IS A ACN 101
IR APPEAL DATE: 09-11-2015
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(See reverse side under Objections)
CARLISLE PA 17013-3243 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-_4- -------------------
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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: BELL KATHLEEN IFILE N0. :21 13-1322 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 171,400.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 23,848. 11 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 283,328.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 478,576.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30 ,975. 19
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,164.81
11. Total Deductions (11) 38,140 .00
12. Net Value of Tax Return (12) 440,436.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 440,436.34
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) 440 .436_34 X 045 = 19,819.64
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)= 19,819.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-05-2014 CDO18732 894.74 17,000.00
03-11-2015 CD020329 34.25- 1,969.64
TOTAL TAX PAYMENT 19,830. 13
BALANCE OF TAX DUE 10.49CR
INTEREST AND PEN. .00
TOTAL DUE 10.49CR
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. (vNv