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HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX 1 pennsytvarna BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (11-14) PO BOX 280601 HARRISBURG PA 17128-0601 RECORDED OFFICE Q� REGlSTF ry 11 t;/ILLLVS arE o8-17-2015 1rr AUGI c SESTATE OF BURNS GLADYS I DATE OF 6-2014 ?01J A 26 FM 3 09I LE NUMBER TH 21-14-0238 COUNTY CUMBERLAND BOSWELL ESQ JEFFREY R C UR;\ OF ACN 101 315 N FRONT ST ORPHANS' CC!•, T APPEAL DATE: 10-16-2015 HARRISBURG PA 17LUOCX0tt�l'.3 ,�;- (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 F- ---------------------------------------------------------------------------- REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BURNS GLADYS IFILE NO. :21 14-0238 ACN:. 101 DATE: 08-17-2015 TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 180,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 5,700.56 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 47,132.95 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) .00 8. Total Assets (8) 232,833.51 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 55,8 28.4 8 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,202.94 11. Total Deductions (11) 63,031 .42 12. Net Value of Tax Return (12) 169,802.09 13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 169,802.09 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) 169.807.09 X 045 = 7,641 .09 17. Amount of Line 14 at sibling rate (17) _n0 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 7,641 .09 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 04-16-2015 CD020525 .00 7,641 .09 BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-17-2015 TOTAL TAX PAYMENT 7,641.09 BALANCE OF TAX DUE .00 INTEREST AND PEN. 82.08 TOTAL DUE 82.08 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE 1 FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.