HomeMy WebLinkAbout08-17-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ` DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES SION OF DEDUCTIONS AND ASSESSMENT OF TAX
POHBOXT280601ANCE ��V�ttD E D OFFICE OF
REV-1547 EX AFP (11-14)
HARRISBURG PA 17 B-P�01,.,_�, 0 r E'1+ 1
R G,., , _ U-S
DATE 08-10-2015
?015 AUG" 17 Qn 12 109 ESTATE OF BILLINGS JULIA E
DATE OF DEATH 08-06-2013
C1 �; FILE NUMBER 21 13-0905
OTTO QRFHA: 'IVO V COUNTY CUMBERLAND
ACN 101
10 i9UR5rMFA$T', APPEAL DATE: 10-09-2015
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
CUT ALONG-THIS LINE- � RETAIN LOWER PORTION FOR-YOUR-RECORDS- --------------
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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: BILLINGS JULIA EFILE NO. :21 13-0905 ACN: 101 DATE: 08-10-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,44 2.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 1 ,442.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 115.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 115.00
12. Net Value of Tax Return C12) 1,327.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 143,207. 14
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 1 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate C16) fln x 045 = .00
17. Amount of Line 14 at sibling rate (17) __QJL x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 143,207. 14 X 15 = 21,481.08
19. Principal Tax Due C19)= 21,481 .08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
*** SUMMARY OF ALL 06 PAYMENTS **
08-03-2015 921 .05 .00
.89- 20,565.57
TOTAL TAX PAYMENT 21,481 .08
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.