HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX -J-KL- pennsyLvania
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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 280
HARRISBURG601 PA 17128-0601 RECORDED OFFICE OF
I
REGISTE9 ()F V1 I L US DATE 08-17-2015
ESTATE OF PRATP DONALD F
?015 RS 26
in 39 0DATE OF DEA01-26-2015
iFILE NUMBERTH 21 15-0397
CLE'- COUNTY CUMBERLAND
BARIC ESQ DAVID OF ACN 101
;� APPEAL DATE: 10-16-2015
BARIC SHERER LLC H A C T
CUMBERLAND
19 W SOUTH ST STE I C,-%, (See reverse side under Objections)
CARLISLE PA 17013-3444 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--
RiV---1-54-7--Ei--A-FP--C-1-1--i-4-)-NOTICE--O-F--I-N-H-Ei-l-T-ANE-E-TAX_
-APP-RA-I-S-E-M-E-N-T-,--ALLOWANCE--O-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PRATP DONALD FFILE NO. :21 15-0.397 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) .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) 3,581 .63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets 3,581.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1,154. 17
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) 1 ,154. 17
12. Net Value of Tax Return (12) 2,427.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,427.46
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: .00 X 00 = .00
15. Amount of Line 14 at spousal rate (15)
16. Amount of Line 14 taxable at lineal rate (16) -nn X 045 = .00
17. Amount of Line 14 at sibling rate C17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 2,427.46 x 15 = 364. 11
19. Principal Tax Due 364. 11
TAX CREDITS:
PAYMENT - RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-09-2015 CD020483 18.21 364.11
TOTAL TAX PAYMENT 382.32
BALANCE OF TAX DUE 18.21CR
INTEREST AND PEN. .00
TOTAL DUE 18.21CR
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.