HomeMy WebLinkAbout09-14-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE .7
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION .___..
PO BOX 280601 REV-1547 EX AFP (11-14)
HARRISBURG PA 1RMD 80T,✓F D v i F I'-E OF
REG 7- '! "ILLS DATE 09-07-2015
RM
m ESTATE OF ERB EDNA M
NIS SEP 19 R I 11 32 DATE OF DEATH 07-19-2014
FILE NUMBER 21 14-0740
CUM
DIEHL �jjS�4i eFFA' ,,CRAIG A ACNCOUNTY 101BERLAND
3464 TRS!`WDL'E'`RD APPEAL DATE: 11-06-2015
CAMPCIWR6 E i,',, PA 170'11-4436 (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 -1 RETAIN LOWER PORTION FOR YOUR RECORDS
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ERB EDNA MFILE NO. :21 14-0740 ACN: 101 DATE: 09-07-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 120,000.00 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) 3,941 .44
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers CSchedule G) (7) 13,172.46
B. Total Assets (8) 137,113.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 24,6 50.38
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1 ,562.9 3
11. Total Deductions (11) 26,213.31
12. Net Value of Tax Return (12) 110,900.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 110,900.59
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) 110.900.59 X 045 = 4,990.53
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)= 4,990.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-20-2015 CD020707 12.69- 5,004.44
TOTAL TAX PAYMENT 4,991 .75
BALANCE OF TAX DUE 1 .22CR
INTEREST AND PEN. .00
TOTAL DUE 1.22CR
* 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. \\�