HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISENENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX 17 REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA RT0 CURDED OFFICE OF
REGIS TF7, `,'.ILLS DATE 11-17-2014
ESTATE OF TOMEK HELEN A
2gig giV 29 11 1 15 DATE OF DEATH 11-06-2013
FILE NUMBER 21 13-1230
CLEF,,, OF COUNTY CUMBERLAND
BANGS MICHAEL L ACN 101
0 11 A` U
429 S ON'Tii SV 6 J 1 APPEAL DATE: 01-16-2015
CAMCUfifELL RL'. ^P`Ar'TA11-5902 (See reverse side under Objections)
Amount Remitted) I
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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REY-1547 EX AFP tQ8-13? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOMEK HELEN AFILE N0. :21 13-1230 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 102,298. 15 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,008. 10 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (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) 21,442.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 59,326.86
8. Total Assets 184,075.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,303.8 1
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,922.51
11. Total Deductions (11) 25,226.32
12. Net Value of Tax Return (12) 158,849.44
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 00
14. Net Value of Estate Subject to Tax (14) 158,849.44
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) ISR.R49-441 x 045 = 7,148.22
17. Amount of Line 14 at sibling rate (17) -nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 7,148.22
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-06-2014 CDO18742 357.41 12,000.00
TOTAL TAX PAYMENT 12,357.41
BALANCE OF TAX DUE 5,209. 19CR
INTEREST AND PEN. .00
TOTAL DUE 5,209.19CR
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.