HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX to, REV-1547 EX AFP (11-14)
PO BOX 211061111E RCI E D OFFICE FIC E a F
HARRISBURG PA �g U066 1, 1 V
RFCIST _`' OF V ILLS
DATE 08-31-2015
SMTH
7015 SEP 8 Pn 1.2 93 DATETOFODEATH 12-31-2013 ROSEMARY J
FILE NUMBER 21 14-0248
C LC . �\ d- COUNTY CUMBERLAND
ERNI6p .Q „,. r JEFFREY A
C1i�► �il,f + ACN 101
34 R�.TH FRONT 'STREET APPEAL DATE: 10-30-2015
� 011 f "PO 950'' `,, - t; (See reverse side under Objections)
HARRISBURG PA 17110-0950 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-
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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: SMITH ROSEMARY JFILE NO. :21 14-0248 ACN: 101 DATE: 08-31-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ] CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 164,900.00 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) 2,893.20
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 120P682.24
8. Total Assets (8) 288,475.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 62,147.60
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 154,239.04
11. Total Deductions (11) 216,386.64
12. Net Value of Tax Return (12) 72,088.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 72,088.80
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) 72-ORR.Rn X 045 = 3,244.00
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 (19)= 3,244.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-29-2014 CDO19735 .00 5,000.00
TOTAL TAX PAYMENT 51000.00
BALANCE OF TAX DUE 1,756.000R
INTEREST AND PEN. .00
TOTAL DUE 1,756.000R
* 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. (�\
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