HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION { REV-1547 EX AFP (11-14)
PO 80X 280601 g a R D E D O F F1CE OF'
HARRISBURG PA 1 1bul
REGISTER OF WILLS
DATE I2-22-2014
?019 o`c 19 PA-1 't 1 1 7 ESTATE OF YOHN JOHN W
1 f 1 1 1 ( DATE OF DEATH 11-24-2013
CLERK OF FILE NUMBER 21 13-1308
DELUCAMPHANShOMURT R
COUNTY CUMBERLAND
001
61 W 60MWRATiND C0.., PA APPEAL DATE: 02-20-2015
CARLISLE PA 17013-2987 (See reverse side under Objections)
Amount Remittedl -�
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 APPRAI SEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOHN JOHN WFILE NO. :21 13-1308 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) Cl) 65,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) 91159.08
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 74,159.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,958.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,2 2.63
11. Total Deductions (11) 23,161.17
12. Net Value of Tax Return (12) 50,997.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subiect to Tax (14) 50,997.91
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, I8 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) 50.997_91 X 045 = 2,294.91
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)= 2,294.91
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C^)
08-11-2014 CDO19525 .00 2,262.96
11-05-2014 CDO19882 .00 31.95
12-15-2014 SBADJUST .00 . 19
TOTAL TAX PAYMENT 2,294,91
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.