HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVRp&0FA*CSD OFF14 I SEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVf ON V%r*DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (98-13)
PO BOX 280601 WILLS
PHISTER 01
HARRISBURG PA 17128-WO-I
?319 !\IGIJ 24 Pn 1 17 DATE 11-24-2014
ESTATE OF ZAGORIC EMILY E
CLEil'E" OF DATE OF DEATH 09-18-2013
ORPHANS' COURT FILE NUMBER 21 13-1254
WALLET CUM5ERL6967RA'r'-, KLA COUNTY CUMBERLAND
ACN 101
24 N 32ND ST APPEAL DATE: 01-23-2015
CAMP HILL PA 17011-2900 (See reverse side under Objecdons)
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZAGORIC EMILY EFILE NO. :21 13-1254 ACN: 101 DATE: 11-24-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 456,827. 13
8. Total Assets 456,827. 13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,550.87
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,723.25
11. Total Deductions (11) 17,274.12
12. Net Value of Tax Return (12) 439,553.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 439,553.01
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) 439.S9;A_nI x 045 = 19,779.89
17. Amount of Line 14 at sibling rate (17) - nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (ie) .00 x 15 = .00
19. Principal Tax Due (19)= 19,779.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-13-2013 CDO18526 368.42 7,000.00
06-18-2014 CDO19331 .00 12,411 .47
TOTAL TAX PAYMENT 19,779.89
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.