HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX , pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORD � Cr;II L OF
< � DATE 08-31-2015
ESTATE OF ELLIS RICHARD A
FIEC,ti -
tL p DATE OF DEATH 12-26-2014
?�iJ FILE NUMBER 21 15-0016
i COUNTY CUMBERLAND
VEME(YY, ESQ JACQUELINM ACN 101
44 S,' NOVER `ST , APPEAL DATE: 10-30-2015
C�I�LS L E' ' PA 17013-3306 (See reverse side under Objections)
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CVSLI 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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ELLIS RICHARD AFILE NO. :21 15-0016 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) (1) •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) (5) 3,759.79
6. Jointly Owned Property CSchedule F) (6) 67,350.00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 71 ,109.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,062.58
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 78,473.63
11. Total Deductions C11) 82,536.21
12. Net Value of Tax Return C12) 11,426.42-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 11,426.42-
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) - 00 x 045 = .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 C19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
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. `\(1�