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 - REV-1547 EX AFP (11-14)
PO BOX 280601 R ��Lt�� Q�-FiG`E OF
HARRISBURG PA 1712$-� _ r r, + r
REGIc., ; `, �L
C� DATE 09-07-2015
?015 S)EP 1`i i�19 1IL 32 ESTATE OF BRUBAKER BETTY M
DATE OF DEATH 02-02-2015
FILE NUMBER 21 15-0171
COUNTY CUMBERLAND
RUSSO
ORPHA;PETER {i ACN 101
STE 2130 UMB1EF APPEAL DATE: 11-06-2015
5006 E T R I N D L E RD (See reverse side under Objections)
MECHANICSBURG PA 17050-3651 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 E--
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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: BRUBAKER BETTY MFILE NO. :21 15-0171 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) C2) .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) 4,79 0.24
6. Jointly Owned Property (Schedule F) (6) 7,018.91
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 131 ,809.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9,120.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,326.82
11. Total Deductions (11) 11,447.60
12. Net Value of Tax Return (12) 120,361 .55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 120,361 .55
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) I I R•RAI -T;F: X 045 = 5,348.77
17. Amount of Line 14 at sibling rate C17) 00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) 1,500.00 X 15 = 225.00
19. Principal Tax Due (19)= 5,573.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-30-2015 CD020597 278.69 5,295.08
TOTAL TAX PAYMENT 5,573.77
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 CCR), YOU MAY BE DUE A\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. � JUS'