HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280 1E1 OFFICE OF
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REGISTER OF WILLS DATE 12-22-2014
2014 OVC' 19 AM 1117 ESTATE OF DEMY FAYE K
L DATE OF DEATH 09-18-2013
CLERK OF FILE NUMBER 21 13-1066
HUGOWIdt4IS' MATS D COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-20-2015
CARLISLE PA 17015-7451 (See reverse side under Objections)
Amount Remittedi
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:-1-54i--Ei--AFP-i-1-1:i-4-)--NOTICE--O-F-INHERITANCE--TAX--A-PP-R-Aii-E-M-ENi-,--ALLOWANCE-5i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEMY FAYE KFILE NO. :21 13-1066 ACN: 101 DATE: 12-22-2014
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) 116,629.76 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 48,243.07
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 26,960.57
8. Total Assets (8) 191,833.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 46,394.37
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,4 0 3.52
IL. Total Deductions (11) 49,7'97.89
12. Net Value of Tax Return (12) 142,035.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 23,014.98
14. Net Value of Estate Subject to Tax (14) 119,020.53
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) -DD x 045 = .00
17. Amount of Line 14 at sibling rate (17) 36.49R.28 x 12 = 4,379.43
18. Amount of Line 14 taxable at collateral rate (is) 82,525.25 x 15 = 12,378.79
19. Principal Tax Due (19)= 16,758.22
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-12-2013 CDO18522 578.95 11,000.00
06-03-2014 CDO19236 .00 5,789.20
TOTAL TAX PAYMENT 17,368.15
BALANCE OF TAX DUE 609.93CR
INTEREST AND PEN. .00
TOTAL DUE 609.93CR
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.