HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX � ' pennsylvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND OF TAX REV-1547 EX AFP (11-14)
PO BOX 280
HARRISBURG601 PA 17128-0601 RECORD OFFICE O F
REGISTER OF ILIATE 08-24-2015
p ESTATE OF JAMISON MARY 0
?Q15 9UG 26 F-�p 1 3 DRRE OF DEATH 04-07-2014
FILE NUMBER 21 14-0458
CLEril; Or.. COUNTY CUMBERLAND
BRINSER GERALD J ORPHANT rnfj..-TACN 101
6 E MAIN STREET APPEAL DATE: 10-23-2015
PO BOX 323 C U M B E R L A!i D C, r'k (See reverse side under Objections)
PALMYRA PA 17078-0323 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE- �-1 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- 4--- --------------
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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: JAMISON MARY OFILE NO. :21 14-0458 ACN: 101 DATE: 08-24-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,462. 10
6. Jointly Owned Property CSchedule F) (6) 998.62
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 2,460.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,4 91 .12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 334,791.36
11. Total Deductions (11) 336,282.48
12. Net Value of Tax Return C12) 333,821 .76-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 333,821 .76-
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) 99R-42 x 045 = 44.94
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)= 44.94
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-12-2014 CDO19528 .00 44.94
TOTAL TAX PAYMENT 44.94
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.