HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAI.SEMENT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX _
PD BOX 288601 RECORDED OFFICE OF
REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-0601 REGISTER OF WILLS
m DATE 07-13-2015
?015 AL 13 j n 12 09 DATETOFODEATH 10-11-2014 JEAN M
p
FILE NUMBER 21 14-1064
CLERK OF COUNTY CUMBERLAND
PETRIE 0RP*_Vf�, C�J-"JRT ACN 101
3528 BRISBAtt@pBERL rf ) F APPEAL DATE: 09-11-2015
HARRISBURG PA i'liq 1�=`1809; (See reverse side under Objections)
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
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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: POET JEAN MFILE NO. :21 14-1064 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) �� tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 5,771 .77
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 5,771 .77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 890.45
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,991 .15
11. Total Deductions (11) 3,881 .60
12. Net Value of Tax Return (12) 1,890.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,890.17
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn x 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) 1,890.17 X 15 = 283.53
19. Principal Tax Due C19)= 283.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-11-2015 CD020328 .00 283.53
TOTAL TAX PAYMENT 283.53
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 CCR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.