HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE !! DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-oRECORDED OFFICE OF
REGISTER Cr WILLS DATE 07-27-2015
ESTATE OF FEGAN HELEN L
?015 JUL 27 PM 2 06 DATE OF DEATH 12-29-2014
FILE NUMBER 21 15-0115
C L E R'1', 0 F COUNTY CUMBERLAND
WALTERS II -D T ACN 101
L
WALTERS GAIMWHIV'!LEt C APPEAL DATE: 09-25-2015
54 E MAI�UWERLANID r PA (See reverse side under Objections)
MECHANICSBURG PA 17055-3851 Amount Remittedl
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 4-
Ri-V:-li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--Oi--INHERITANCE--TAX--APP-R-A-Ii-E-M-ENi-,-ALLOWANCE--O-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FEGAN HELEN LFILE NO. :21 15-0115 ACN: 101 DATE: 07-27-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
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) .00 credit to your account,
00 submit the upper portion
S. 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 CSchedule E) (5) 4,829.47
6. Jointly Owned Property CSchedule F) (6) 59,893.90
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 64,723.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)- 2,740.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1 ,015.48
11. Total Deductions (11) 3,755.48
12. Net Value of Tax Return (12) 60,967.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .0 0
14. Net Value of Estate Subject to Tax (14) 60,967.89
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) 6n.967.89 x 045 = 2,743.56
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)= 2,743.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-30-2015 CD020184 131.58 2,500.00
03-19-2015 CD020373 5.60 118.56
TOTAL TAX PAYMENT 2,755.74
BALANCE OF TAX DUE 12.18CR
INTEREST AND PEN. .00
TOTAL DUE 12. 18CR
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.