HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547
EX AF REVENUE
INHERITANCE TAX DIVISION _""� REV-1547 EX AFP (11-14)
PO BOX
HARRIISBURG601 PA 17128-0601 RECORDED OFFICE OF
REGITEti Cr V"ILLS DATE 08-31-2015
ESTATE OF BANDY SHIRLEY A
MIS SEP 8 PM 12 93 DATE OF DEATH 07-04-2014
FILE NUMBER 21 14-0719
C L L,. COUNTY CUMBERLAND
WEBBER JR ES
r R tCHA
RD � L
126 E KINGSRA;, , , ' _ ACN 101
SHIPPENSBrPRER7257-12.6 APPEAL DATE
: 10-30-2015
P,A 1 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 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: BANDY SHIRLEY AFILE NO. :21 14-0719 ACN: 101 DATE: 08-31-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15,004.56
6. Jointly Owned Property (Schedule F) (6) 115,500.00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 130,504.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,107.56
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 92,868.01
11. Total Deductions (11) 122,975.57
12. Net Value of Tax Return (12) 7,528.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 7,528.99
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 C15J .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 7•�;719-99 x 045 = 338.80
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 338.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-22-2015 CD020563 .00 338.80
08-24-2015 SBADJUST .00 .50
TOTAL TAX PAYMENT 338.80
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. ``�