HomeMy WebLinkAbout08-26-15 ` NOTICE OF INHERITANCE TAX 'F pennsyLvania
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 RECORDED OFFICE OF
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HARRISBURGURG PPA 17128-0601
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REGIS 1 r i E WILLS DATE 08-24-2015
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FILE NUMBER21 14-1181
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714 BRIDGE STREET APPEAL DATE: 10-23-2015
PO BOX 461 C U M B E R _•`� (See reverse side under Objections)
NEW CUMBERLAND PA 17070 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 -- -------------------
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRYAN SALLY AFILE NO. :21 14-1181 ACN: 101 DATE: 08-24-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 232,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 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 CSchedule E) (5) 00
6. Jointly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule G) (7) 00
S. Total Assets (8) 232,000. 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,698.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 160 ,293.05
11. Total Deductions (11) 172,991 .86
12. Net Value of Tax Return (12) 59,008. 14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 59,008. 14
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 1.7, 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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 59-nOR- 14 X 045 = 2,655.37
17. Amount of Line 14 at sibling rate (17) oo X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,655.37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (t)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-21-2015 CD020562 .00 2,655.37
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-22-2015 TOTAL TAX PAYMENT 2,655.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. 34. 19
TOTAL DUE 34. 19
* 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)
penn$ytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
DLN: 15069222
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, 8-0
DECEDENT'S NAME FILE NUMBER
Sally A Bryan 2114-1181
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 Separate billing requested.
G 1 & 2 Separate billing requested.
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