HomeMy WebLinkAbout12-19-14 (4) NOTICE OF INHERITANCE TAX pennsylvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION J REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PAREIONW E D OFFICE 11 F
REGISTER OF WILLS DATE 12-22-2014
1 ESTATE OF BROWNNING WANDA L
ZB14 19 car 11 17 DATE OF DEATH 03-30-2013
FILE NUMBER 21 13-0603
CLERK OF COUNTY CUMBERLAND
SMITH( {� tAM,L-EY A I01
RHOADS % IJ ACN APPEAL DATE: 02-20-2015
P0 ., . •, z (See reverse side under Objections)
HARRISBURG PA 17108-1146 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
REV-1547 EX AFP C11-14_ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWNNING WANDA LFILE NO. :21 13-0603 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 122,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,78 0.39 credit to your account,
0 0 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) 228,7 95.4 2
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 82,465.95
8. Total Assets (8) 442,541.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 5,64 6.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,4 71.26
11. Total Deductions (11) 67,117.80
12. Net Value of Tax Return (12) 375,423.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) 00
14. Net Value of Estate Subject to Tax (14) 375,423.96
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) -nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 375,423.96 X 15 = 56,313.59
19. Principal Tax Due (19)= 56,313.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-28-2013 CDO17807 2,631.58 50,000.00
12-27-2013 CDO18580 .00 91000.00
04-23-2014 CDO19117 .00 3,295.76
08-29-2014 CDO19628 .00 30.81
TOTAL TAX PAYMENT 64,958.15
BALANCE OF TAX DUE 8,644.56CR
INTEREST AND PEN. .00
TOTAL DUE 8,644.56CR
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.