HomeMy WebLinkAbout07-20-15 NOTICE OF INHERITANCE TAX 17
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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 Rig RDED OFFICE OF
HARRISBURG PA 17128--06b1
REGISTER OF WILLS DATE 07-20-2015
1d�s AL 111 �� PN m �� �9 ESTATE OF REESE SUZANNE E
1J DATE OF DEATH 11-20-2014
FILE NUMBER 21 14-1127
OLE1 ' OF COUNTY CUMBERLAND
KELLY ORPHANSJJ,cQUEL� NA ACN 101
STE 162UMBE�k�,?tn APPEAL DATE: 09-18-2015
845 S I R T H O T (See reverse side under Objections)
HARRISBURG PA 17109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT- THIS LINE -► RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4 -
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REESE SUZANNE EFILE NO. :21 14-1127 ACN: 101 DATE: 07-20-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 58,633.94 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 CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 53,825.33
6. Jointly Owned Property (Schedule F) (6) 18,525.09
7. Transfers (Schedule G) (7) 967,273.37
8. Total Assets (8) 1 ,098,257.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 37,910. 12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,2 04.96
11. Total Deductions (11) 42,115.08
12. Net Value of Tax Return (12) 1,056,142.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,056,142.65
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) I .0536.142-A5+ X 045 = 47,526.42
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 47,526.42
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-18-2015 CD020251 2,357.89 44,800.00
03-13-2015 CD020343 .00 2.09
05-18-2015 CD020697 .00 366.44
TOTAL TAX PAYMENT 47,526.42
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 (CR), YOU MAY BE DUE\\/�1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. /l,�JtJ�'J1
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBU
RG,PA 1
7128-0601 .1
DECEDENT'S NAME FILE NUMBER
Reese, Suzanne 2114-1127
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Change per correspondence.
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