HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE Tft.1 OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 MW E D 0 F F I C E. 0 F
HARRISBURG PA 1fttMER OF WILLS
DATE 07-20-2015
?015 AL 27 PM 2 12 ESTATE OF CURNES ANNA
DATE OF DEATH 12-28-2014
CLERK OF FILE NUMBER 21 15-0049
HENRyORPHANS' to LRT COUNTY CUMBERLAND
ACN 101
924CM0NUAND 00., PA APPEAL DATE: 09-18-2015
MECHANICSBURG PA 17055-7037 (See reverse side under Objections)
Amount Remitted I I
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CURNES ANNA FILE NO. :21 15-0049 ACN: 101 DATE: 07-20-2015
TAX RETURN WAS: C 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 33,527. 13
6. Jointly Owned Property (Schedule F) (6) 16,096.01
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 49,623. 14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 230.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) C10) 00
11. Total Deductions (11) 230.50
12. Net Value of Tax Return (12) 49,392.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 49,392.64
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 0 0 = .00
16. Amount of Line 14 taxable at lineal rate (16) 49,392-44 x 045 = 2,222.67
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 2,222.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-12-2015 CD020334 111 .13 2,111 .54
TOTAL TAX PAYMENT 2,222.67
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.