HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEME DISALLOWANCE
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BUREAU OF INDIVIDUAL TAXES ,,JOWANCE OR ib I DEPARTMENT OF REVENUE
OF DEDU iia A�"WENT OF TAX
INHERITANCE TAX DIVISION " r REV-1547 EX AFP (11-14)
PO BOX 280601 REGISTR OF
HARRISBURG PA 17128-0601 - OF WILLS
?615 %G 26 TE 08-17-2015
P:T3T103)F ADRIAN BETTY J
CLE[,,,,, DATE OF DEATH 12-03-2014
ORPHI;tj(" FILE NUMBER 21 14-1223
C(b,'OUNTY CUMBERLAND
NOEL IV ESQ JAMES K CUMBERL' �Iln (ACN 101
STE 200 APPEAL DATE: 10m16-2015
570 LAUSCH LN (See reverse side under Objections)
LANCASTER PA 17601m3076 Amount Remittedi
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 4-- --------------
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-ii-ii�-(11-i4)-�OTlii-OF-INNiiITA;EE-iiX-A��RAIiEME;i, ALLOWANCE
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF:, ADRIAN BETTY JFILE NO. :21 14-1223 ACN: 101 DATE: 08-17-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) (l) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
S. 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) 217,030.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
B. Total Assets (8) 217,030.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,338.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 9,498.00
11. Total Deductions (11) 23,836.00
12. Net Value of Tax Return (12) 193,194.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 193,194.00
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) 193.199i.ffll x 045 = 8,694.00
17. Amount of Line 14 at sibling rate C17) ALI X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,694.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-24-2015 CD020288 434.70 8,336.25
TOTAL TAX PAYMENT 8,770.95
BALANCE OF TAX DUE 76.95CR
INTEREST AND PEN. .00
TOTAL DUE 76.95CR
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.