HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAXpennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE lr�b " DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO
BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
REGISTE,`; OF W&1 6 08-17-2015
ESTATE OF MOYER ANN F
?015 AUG 26 P-M aTO�F DEATH 10-31-2014
FILE NUMBER 21 14-1062
CLEti11� OF COUNTY CUMBERLAND
FLOWER THOMAS E 0 R P H A NS' ("-.� ACIN 101
FLOWER LAW LLC CUMBERL4"' APPEAL DATE: 10-16-2015
10 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013-2922 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS -
: _ _ i _ - - - - ---------------
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOYER, ANN FFILE N0. .:.21 14-1062 ACN: . 101 DATE: 08-17-2015,
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
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) 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 129.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 129.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,150.42
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 33,630.95
11. Total Deductions (11) 41,781 .37
12. Net Value of Tax Return (12) 41,652.37-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 765,010.40
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) 765.nln-40 x 045 = 34,425.46
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 C19)= 34,425.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-22-2015 CD020151 1,721.27 34,484.83
TOTAL TAX PAYMENT 36,206.10
BALANCE OF TAX DUE 1 ,780.64CR
INTEREST AND PEN. .00
TOTAL DUE 1,780.64CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.