HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX , , pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX _ ,t DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION RECORDED _ REV-1547 EX AFP (11-14)
PO BOX 280601 D OFFICE OF
HARRISBURG PA 17128-0601
REGISTcF, OF !'. ILLS
11 AUGDATE 08-03-2015
?015 G 3 PM 12 05 ESTATE OF STEINMETZ MIRIAM A
DATE OF DEATH 08-03-2014
CLER", FILE NUMBER 21 14-0730
OTTO III 0 RfWAf V COUNTY CUMBERLAND
ACN 101
10 E HIGH SCUMQERL", APPEAL DATE: 10-02-2015
CARLISLE PA 17013-3015 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEINMETZ MIRIAM AFILE NO. :21 14-0730 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: ( 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) C2) 151,309.70 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) 15 5,353.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 306,663.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 43,7 12.88
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 300.89
11. Total Deductions (11) 44,013.77
12. Net Value of Tax Return C12) 262,649.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 262,649.88
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) 767•649_RR X 045 = 11,819.24
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) . 00 X 15 = .00
19. Principal Tax Due C19)= 11,819.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-20-2014 CDO19808 552.63 10,500.00
03-17-2015 CD020359 .00 766.61
06-08-2015 CD020792 .00 94.04
07-27-2015 SBADJUST .00 .28
TOTAL TAX PAYMENT 11,913.56
BALANCE OF TAX DUE 94.32CR
INTEREST AND PEN. .00
TOTAL DUE 94.32CR
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. \�1