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HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX Pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX """" REV-1547 EX AFP (11-14) PO BOX RECORDED OFFICE OF HARRISBURGURG PPA 17128-0601 A R E G I S T E IL S DATE 08-24-2015 YOT HIS AUG 26 FM 3 03 DATETOFODEATH 10-20-2014 HAROLD J FILE NUMBER 21 15-0106 CL-EkOF COUNTY CUMBERLAND LENOX DAVID ORPHANS' CO:ri{ f ACN 101 STE 3 CUMBERLAND- `., "A APPEAL DATE: 10-23-2015 8 TR ISTAN DR (See reverse side under Objections) DILLSBURG PA 17019-1638 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--4 -------------- - - - --- -------------- ----- ----- ----- REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: YOST HAROLD JFILE NO. :21 15-0106 ACN: 101 DATE: 08-24-2015 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 11,691 .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, S. 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 (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) .00 8. Total Assets (8) 11 ,691 .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,429.50 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 1 ,429.50 12. Net Value of Tax Return C12) 10,261.50 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 10,261 .50 NOTE: If anassessment 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 C15) 10,261 .50 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) -00 x 045 = .00 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)= 00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * 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.