HomeMy WebLinkAbout08-12-15 NOTICE OF INHERITANCE TAXpennsytvarna
BUREAU OF INDIIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITPO BOX ANCE
''QQµ OFFICE Q F" OF DEDUCTIONS AND ASSESSMENT OF TAX _
REV-1547 EX AFP (11-14)
HARRISBURG PA ft$- 1-i v WILLS
DATE 08-03-2015
?01S A►JG 12 Fi m! 1120 ESTATE OF CUPP VERA H
DATE OF DEATH 04-27-2005
CLF,;;; OF FILE NUMBER 21 05-0444
<.' n COUNTY CUMBERLAND
WHITQ�Y p�kAS BRIDGET M
FLUMBEHLr"ILt ACN 101
APPEAL DATE: 10-02-2015
17 S 2ND ST (See reverse side under Objections)
HARRISBURG PA 17101 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: CUPP VERA HFILE NO. :21 05-0444 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON- SUPPLEMENTAL RETURN NO. 01
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) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .000.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 11000.00
12. Net Value of Tax Return (12) 11000.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 232,188.00
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) 153,301.00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 7R.RR7_00 X 045 = 3,550.00
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,550.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-27-2005 CDO05632 177.50 7,000.00
04-13-2006 REFUND .00 3,584.75-
03-09-2015 CD020327 .00 6,857.35
TOTAL TAX PAYMENT 10,450. 10
BALANCE OF TAX DUE 6,900. 10CR
INTEREST AND PEN. .00
TOTAL DUE 6,900. 10CR
* 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. ,`,^\
REV-1470 EX(01-10) -
pennsytvanla INHERITANCE TAX
J DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL.TAXES OF CHANGES
PO Box 280601
HARRISBURG, 8-060
DECEDENT'S NAME FILE NUMBER
Vera Cupp 2105-0444
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 Forwarded to Post Assessment Review Unit in reference to moving the real estate from
Schedule A to Schedule F.
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