HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
- INHERITANCE TAX DIVISION
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601
REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-0601
RECORDED OFFICE QE
REGISTER O� WILLS DATE 08-31-2015
ESTATE OF DODSON SHIRLEY J
7015 )EP p PM
12 u3 DATE OF DEATH 03-15-2012
J L U I FILE NUMBER 21 12-0414
B ., COUNTY CUMBERLAND
A)2. L I NDA ACN 101
C RJ) i,CARSDALE.DR APPEAL DATE: 10-30-2015
A P HILL . PA 17011-7945 (See reverse side under Objections)
CLIME �tLi0-)
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 C11:14)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DODSON SHIRLEY JFILE NO. :21 12-0414 ACN: 101 DATE: 08-31-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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,
00 submit the upper portion
3. 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) 6,424.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
S. Total Assets (8) 6,424.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5,976.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,4 35.90
11. Total Deductions (11) 7,412.58
12. Net Value of Tax Return (12) 988.14-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 988.14-
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) nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
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. �\