HomeMy WebLinkAbout07-27-15 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 _.
- REV-1547 EX AFP (11-14)
POBOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF WILLS DATE 07-27-2015
11C cm �+ ESTATE OF HUMPHREY ESTHER
?915 AIL 27 i t i 2 0V DATE OF DEATH 01-29-2013
FILE NUMBER 21 13-0184
CLERK OF COUNTY CUMBERLAND
NICHOLS FWHANSJC0URT ACN 101
1208 : 09-25-2015
CARL ISLEWOOD A 'I ' 5?-9735 h�{ (See reverseAPPEALATEsi'de 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 -- --------------
--------------- - - ---------------------------------------------------------
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUMPHREY ESTHER FILE NO. :21 13-0184 ACN: 101 DATE: 07-27-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) 86,581 .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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 86,581 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,204.00
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 1 ,003.00
11. Total Deductions (11) 6,207.00
12. Net Value of Tax Return (12) 80,374.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 80,374.00
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 I X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) An .374_nn X 045 = 3,616.83
17. Amount of Line 14 at sibling rate C17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,616.83
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-18-2015 CD020383 .00 2,977.08
INTEREST IS CHARGED THROUGH 08-11-2015 TOTAL TAX PAYMENT 2,977.08
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 639.75
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 157.43
TOTAL DUE 797. 18
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.
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
6JI129-0601
DECEDENT'S NAME FILE NUMBER
Esther Humphrey 2113-0184
REVIEWED BY ACN
Tracell Agent#93 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F All The value of this schedule has been reduced to zero as these accounts have been
previously assessed and accepted under various ACN numbers.
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