HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX Till pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES b--, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIOW DFD nV DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 _Moo OFFICE 07
HARRISBURG PA 1 1 0601C"
REG I STI ER OF WILL- DATE 12-22-2014
ESTATE OF BANGS ELIZABETH V
L
RJ-n DATE OF DEATH 11-17-2013
CLERK OF FILE NUMBER 21 13-1283
COUNTY CUMBERLAND
BANGS ACN 101
429 sCW@EaUJ1D cr" ' APPEAL DATE: 02-20-2015
CAMP HILL PA 17011-5902 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
RiV:-1-54-7--Ei--AFP-i-1-1--i-4-)-NOTICE--O-F-INHERITANCE--TAX--APi-R-A-li-E-M-ENi-,--ALLOWANCE-Oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BANGS ELIZABETH VFILE NO. :21 13-1283 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 38,689.83 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 443,708.39 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 CSchedule E) (51 388,368.85
1
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers CSchedule G) (7) 145,276. 17
8. Total Assets (8) 1,016,043.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,514.36
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2.48 8.72
11. Total Deductions (11) 23,0'03.08
12. Net Value of Tax Return (12) 993,040.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 993,040.16
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 993,040-14 x 045 = 44,686.81
17. Amount of Line 14 at sibling rate (17) n x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 44,686.81
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-14-2014 CDO18770 2,105.26 40,000.00
08-14-2014 CDO19548 .00 2,581 .55
TOTAL TAX PAYMENT 44,686.81
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.