HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX 1 r 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 (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF WILLHIDE BANKS F
DATE OF DEATH 06-20-2013
FILE NUMBER 21 13-0729
COUNTY CUMBERLAND
KOLLAS ESQ JAMES W ACN 101
1104 FERNWOOD AVE APPEAL DATE: 11-21-2014
CAMP HILL PA 17011-6912 (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 t-
REV-1547 EX- AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLHIDE BANKS FFILE NO. :21 13-0729 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150, 155.60 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 251 , 127.43 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule L) (3) 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) 84,171 .27
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 485.454.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20 ,556.65
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.563.27
11. Total Deductions (11) 30,119.92
12. Net Value of Tax Return (12) 455,334.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 455,334.38
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) 306.3RSi 49 X0045 = --13,LyP?35 .
17. Amount of Line 14 at sibling rate (17) .DO =PLD _ , C)00
18. Amount of Line 14 taxable at collateral rate (18) 150,948.89 )pit = 21'6433
19. Principal Tax Due _T1 M� 36, 68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID O O
DATE NUMBER INTEREST/PEN PAID C-) :;
01-10-2014 CDO18635 .00 24 375., C; :
05-08-2014 CD019132 .00 11,964._•G8 h r rn
Cn (n 0
1- n
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-09-2014 TOTAL TAX PAYMENT 36,339.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. 48.07
TOTAL DUE 48.07
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. V�