HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX pennsytvania
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 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
1EGISTE" {Jt W&E 08-17-2015
ESTATE OF HOSTETLER PAULINE K
?015 HUG 26 Fn 3D)CT7 OF DEATH 05-25-2014
FILE NUMBER 21 14-0675
CLE' ', OF COUNTY CUMBERLAND
KELLY JACQUELINA ORP1' A1',",',' Colj---ACN 101
STE 12 CUMBER .^A APPEAL DATE: 10-16-2015
845 SIR THOMAS CT IA (See reverse side under Objections)
HARRISBURG PA 17109-4843 Amount Remittedl
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOSTETLER PAULINE KFILE NO. :21 14-0675 ACN: . 101 DATE: 08-17-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
S. Closely Hold 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) CS) 122,1181 .17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 22,891 .13
8. Total Assets (8) 145,072.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,947.92
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 95,234.57
11. Total Deductions (11) 113,182.49
12. Net Value of Tax Return (123 51,889.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 31,889.81
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) il RS9-81 x 045 = 1,435.04
17. Amount of Line 14 at sibling rate (17) .110 x 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 x 15 = .00
19. Principal Tax Due (19)= 1,435.04
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-13-2015 CD020507 5.53- 2,740.41
TOTAL TAX PAYMENT 2,734.88
BALANCE OF TAX DUE 1,299.84CR
INTEREST AND PEN. .00
TOTAL DUE 1,299.84CR
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) .a
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Hostetler, Pauline 2114-0675
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Change per correspondence.
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