HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION _OFFICE REV-1547 EX AFP (11-14)
PO BOX 280601 RECO
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HARRISBURG PA 17128-0601 V r_ OF
REGIST `7 WILLS DATE 08-17-2015
OWEN
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8 DATETOFODEATH 11-14-2014 GERALDINE E
FILE NUMBER 21 14-1209
LFt+�,OF COUNTY CUMBERLAND
60WRESQMAIIN STREET
SC (�f��1 �, 001 lT ACN 101
APPEAL DATE: 10-16-2015
PO B 0 X 232 CUMBER L AF'r.1 r' �� (See reverse side under Objections)
NEW BLOOMFIELD PA 17068-0232 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
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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: OWEN GERALDINE EFILE NO. :21 14-1209 ACN: . 101 DATE: 08-17-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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 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) 19 6,35 3.24
6. Jointly Owned Property (Schedule F) (6) 25,053.43
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 221 ,406.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,718.52
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1 ,528.79
11. Total Deductions (11) 7,247.31
12. Net Value of Tax Return (12) 214,159.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,000.00
14. Net Value of Estate Subject to Tax C14) __ 213,159.36
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) 190.65,9_'56 X 045 = 8,579.67
17. Amount of Line 14 at sibling rate (17) 17,RnO.00 1 X 12 = 2,100.00
18. Amount of Line 14 taxable at collateral rate (18) 5,000.00 X 15 = 750.00
19. Principal Tax Due (19)= 11 ,429.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-27-2015 CD020177 526.32 10,000.00
03-27-2015 CD020430 .00 903.37
TOTAL TAX PAYMENT 11,429.69
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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. \