HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX Z—V
01 REV-1547 EX AFP (11-14)
HARRISBURG PO BOX 6PA 17128-ofiE C 0 R D F D OFFICE O F
REGISTER OF WILLS DATE 07-13-2015
ESTATE OF MANUELLA JOAN R
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HIS JUL 13 { M 12 09 DATE OF DEATH 05-01-2014
FILE NUMBER 21 14-0491
CLERK OF COUNTY CUMBERLAND
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ORPH�f��° �,C,!,R i acN 101
1 COUNT R CLU,BRPLL��F �l ^ APPEAL DATE: 09-11-2015
CAMP ,H I L MM ttii tt pdA ,�;1,1 e�817- , (See reverse side under Objections)
Amount Remitted I —I
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: MANUELLA JOAN RFILE NO. :21 14-0491 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) Cl) 164,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 15,268.54 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 389,610.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 1,086,581.20
8. Total Assets C8) 1 ,655,459.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 42,195. 13
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,263.76
11. Total Deductions (11) 52,458.89
12. Net Value of Tax Return (12) 1,603,000.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1,603,000.87
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) 1 .603.000_87 X 045 = 72,135.04
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)= 72,135.04
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-29-2014 CDO19488 3,606.75 69,000.00
TOTAL TAX PAYMENT 72,606.75
BALANCE OF TAX DUE 471.71CR
INTEREST AND PEN. .00
TOTAL DUE 471.71CR
* 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.