HomeMy WebLinkAbout09-24-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU I OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
Po BOX 280601
HARRISBURG PA 17128-0601 REUC�'-',IRDED OFFICE OF
R E Clq T,- r L I AT(�
OE 09-15-2015
Q-ThTE OF MORISSEY
?015 SEP 29 pl� ArAOF DEATH 08-13-2013 LINDA K
FILE NUMBER 21 13-1028
COUNTY CUMBERLAND
STAPF TAMMY ORPHAN 1 -1' ' -.-.-ACN 101
634 ALLENVIEW DRCUMBERL' ',D APPEAL DATE: 11-14-2015
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted l .�----�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -1► RETAIN LOWER PORTION FOR YOUR RECORDS 4—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MORRISSEY LINDA KFILE NO. :21 13-1028 ACN: 101 DATE: 09-15-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) 76,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) 4,218.09 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 49,854.57
6. Jointly Owned Property (Schedule F) (6) 38,389.61
7. Transfers CSchedule G) (7) 33,825.23
S. Total Assets (8) 202,787.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,024.91
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 6,907.53
11. Total Deductions (11) 18,932.44
12. Net Value of Tax Return (12) 183,855.06
15. Charitable/Governmental Requests; Non-elected 9113 Trusts CSchedule J) (15) .0 0
14. Net Value of Estate Subject to Tax (14) 183,855.06
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) 1 8"S-89593.116 x 045 = 8,273.48
17. Amount of Line 14 at sibling rate (17) na x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,273.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-29-2013 CDO18333 413.67 12,650.00
TOTAL TAX PAYMENT 13,063.67
BALANCE OF TAX DUE 4,790.19CR
INTEREST AND PEN. .00
TOTAL DUE 4,790. 19CR
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.
REV-1470 EX(01.10)
penn$ytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN15070311
PO Box 280601
HARRISBURG.
DECEDENT'S NAME FILE NUMBER
Linda K. Morrissey 2113-1028
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 Is correctly reportable on schedule A since it was held as tenants in common.
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