HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX jpennsytvania
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 CFFICE OF
HARRISBURG PA 17128-0601 REGJST1_--7 117 "ViLLS
DATE 08-17-2015
TATE OF SCHECHTERLY HELEN P
MIS RUG 263 Pn 3 UTE OF DEATH 12-31-2014
CLE,, FILE NUMBER 21 15-0084
CUMBERLAND
R MURREL ORPHAN- COUNTY ACN 101
WALTERS & GALLOWAY PLLCCUMBER:_;�' .',- tAPPEAL DATE: 10-16-2015
54 E MAIN ST (See reverse side under Objections)
MECHANICSBURG PA 17055-3851 Amount Remittedi
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: SCHECHTERLY HELEN PFILE NO. :21 15-0084 ACN: 101 DATE: 08-17-2015
TAX RETURN WAS. CX) 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) 63,118.48 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
.00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,390.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 72,509.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,837.44
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 904.14
11. Total Deductions (11) 18,741 .58
12. Net Value of Tax Return (12) 53,767.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 53,767.71
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) An x 045 = .00
17. Amount of Line 14 at sibling rate (17) 53,767.71 x 12 = 6,452. 13
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,452. 13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-17-2015 CD020354 315.79 6,000.00
PAYMENT MUST BE MADE BY 09-30-2015*. TOTAL TAX PAYMENT 6,315.79
BALANCE OF TAX DUE 136.34
INTEREST AND PEN. .00
TOTAL DUE 136.34
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.