HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX , pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIIs OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (I1-14)
PO BOX 280601 REG�GW�ED OFFICE OF"
HARRISBURG PA 17128-0601
REGI 5_1 E'' _'ILLS
DATE 08-31-2015
?015 �L 8 nn 12 43 ESTATE OF FITZGERALD ISABEL D
DATE OF DEATH 11-02-2013
CLF-J"', .77 FILE NUMBER 21 14-0041
CONNEI�AR�E�S'J, RICHARD E COUNTY CUMBERLAND
UTA'93CET(_ST, ACN 101
2303
APPEAL DATE: 10-30-2015
CAMP HILL PA 17011-4627 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS LINE----- -) -RETAIN LOWERPORTIONFOR-YOUR RECORDS- F- --------------
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FITZGERALD ISABEL DFILE NO. :21 14-0041 ACN: 101 DATE: 08-31-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 02
1. Real Estate (Schedule A) (1) 340.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,227.45
6. Jointly Owned Property CSchedule F) (6) 1,225.72
7. Transfers (Schedule G) (7) 18,977.05
8. Total Assets (8) 32,770.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,084.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 10,084.04
12. Net Value of Tax Return (12) 22,686. 18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 22,686. 18
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 22•6A6- I A x 045 = 1,020.88
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 (19)= 1,020.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-26-2015 CD020295 8.37- 1,029.25
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-27-2015 TOTAL TAX PAYMENT 1,020.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.04
TOTAL DUE 9.04
* 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.