HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX r"L_ pennsytvania
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
HARRISBURG PA 1712REelO R D E D 0 F F I C E 0 F
REGISTER 0JF '-'.'ILLS DATE 07-27-2015
ESTATE OF GEEDY BETTY L
HIS JUL 27 PM 06 DATE OF DEATH 08-06-2014
FILE NUMBER 21 14-0819
ZULLINGECLEF, QF R COUNTY CUMBERLAND
R 101
STE 200-0-13PHANS ACN APPEAL DATE: 09-25-2015
14 N WAW A1RftRLA'.',*) % (See reverse side under Objections)
CHAMBERSBURG PA 17201-1814 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GEEDY BETTY LFILE NO. :21 14-0819 ACN: 101 DATE: 07-27-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C 3 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 111,618.37 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 73,531.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 24P144.22
8. Total Assets (8) 209,294.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22,799.67
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,250.08
11. Total Deductions (11) 26,049.75
12. Net Value of Tax Return (12) 183,244.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .0 0
14. Net Value of Estate Subject to Tax (14) 183,244.81
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) 185-244.81 ' x 045 = 8,246.02
17. Amount of Line 14 at sibling rate C17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 8,246.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-30-2014 , CDO19867 360.53 6,850.00
03-17-2015 CD020375 .00 1,046.02
TOTAL TAX PAYMENT 8,256.55
BALANCE OF TAX DUE 10.53CR
INTEREST AND PEN. .00
TOTAL DUE 10.53CR
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.