HomeMy WebLinkAbout01-07-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE T nF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 28060,A)�'rdbVDEED OFFICE OF'
HARRISBURG PA 171
R2ffft,T_!:R OF WILLS
DATE 01-05-2015
?ojS J91N 7 RM 1 ESTATE OF SIMKO SR EDWARD i
DATE OF DEATH 11-27-2013
CLEFi-1'\ OF FILE NUMBER 21 14-0095
WINEKAORPHANS'ArILUIRT M COUNTY CUMBERLAND
IL ACN 101
1, i APPEAL DATE: 03-06-2015
1719MMWT'_§f. , '
HARRISBURG PA 17102-2305 (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 +-
RiV---1-54-7--Ei--AFP--C-1-1:i-4-)-NOTICE--O-F-INHERITANCE--TAX--APP-R-A-Iii-M-E-Ni-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIMKO SR EDWARD JFILE NO. :21 14-0095 ACN: 101 DATE: 01-05-2015
TAX RETURN WAS: C 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) C2) 472,746.52 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 251 ,081.04
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 219,547.46
8. Total Assets (8) 943,375.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 81,553.71
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,922.83
11. Total Deductions (11) 85,476.54
12. Net Value of Tax Return (12) 857,898.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) cis) . 00
14. Net Value of Estate Subject to Tax (14) 857,898.48
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) RS7.R9R-4R x 045 = 38,605.43
17. Amount of Line 14 at sibling rate (17) . 00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 38,605.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-25-2014 CDO18808 1,736.84 33,000.00
08-15-2014 CDO19560 .00 3,868.64
TOTAL TAX PAYMENT 38,605.48
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
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.