HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX 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
TtUJJAn`I3I70?PI`CE OF
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REG], F TER N WILLS DATE 07-20-2015
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ESTATE OF KRIEGER MARY A
?oiS JUL 27 Fn ? 12 DATE OF DEATH 11-26-2014
FILE NUMBER 21 14-1164
AUk`r'K IF JAMES D COUNTY CUMBERLAND
ACN 101
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0 R R H4*ii rC�TIRR T, APPEAL DATE: 09-18-2015
CUM MJ�kO404TbWNPA PA 17011-6327 (See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS .
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --0- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KRIEGER MARY AFILE NO- :21 14-1164 ACN: 101 DATE: 07-20-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED 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) 673,342.01 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) 65,400.85
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 738,742,86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31 ,54 0.6 3
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) 31,540.63
12. Net Value of Tax Return (12) 707,202.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 707,202.23
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 707,2n?_2i x 045 = 31 ,824.10
17. Amount of Line 14 at sibling rate (17) nO, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 31,824. 10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-26-2015 CDC20279 11591.11 30,231.02
03-13-2015 CDC20338 .00 1 .97
TOTAL TAX PAYMENT 31,824.10
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.