HomeMy WebLinkAbout09-14-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 28
HARRISBURG"' EG&Piln-D OFFICE OF
V."LLS DATE 09-07-2015
ESTATE OF NUDGE JOSEPH R
7015 SEP 19 P11 K 112 DATE OF DEATH 02-17-2013
FILE NUMBER 21 13-0274
CLEr�.\ COUNTY CUMBERLAND
V I T1�. O
E SUSAN ACN 101
k APPEAL DATE: 11-06-2015
Wg MBA-�I
N 'C ERLAND PA 17070-3072 (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-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NUDGE JOSEPH RFILE NO. :21 13-0274 ACN: 101 DATE: 09-07-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 7,000.00 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) C3)
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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 7,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,199.32
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) 1,199.32
12. Net Value of Tax Return (12) 5,800.68
13, Charitable/Governmental Requests; Non-elected 9115 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 63,029.68
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) 63,029.68 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16 nA x 045 = .00
17. Amount of Line 14 at sibling rate (17) . 0 0, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (IS) .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-0
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.