HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX alrUURDEDOFFICE 01F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 171ReffS
TER OF '4qILLS
11 is DATE 12-22-2014
Z014 DEC 19 fin ESTATE OF SCHUMACHER VIRGINIA M
DATE OF DEATH 03-11-2014
CLERK OF FILE NUMBER 21 14-0245
zS, COURT COUNTY CUMBERLAND
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SHEKLETUMNQ 101
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414 BMREAL�"' "k APPEAL DATE: 02-20-2015
PO BOX E (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0180 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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHUMACHER VIRGINIA MFILE NO. :21 14-0245 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) 193,709.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 10,056.75 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 (Schedule E) (5) 1,318,171.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 882,625.00
8. Total Assets (8) 2,404,562.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 41 ,216.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 41,216.00
12. Net Value of Tax Return (12) 2,363,346.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,363,346.41
NOTE: If an assessment was issued previously, Lines 14, IS, 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) 2 346-41 x 045 = 106,350.59
17. Amount of Line 14 at sibling rate (17) .00, x 12 = .00
18. Amount of Line 14 taxable at collateral rate Cis) .00 X 15 = .00
19. Principal Tax Due (19)= 106,350.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-11-2014 CDO19276 5,263.16 100,000.00
06-27-2014 CDO19358 .00 1,087.59
TOTAL TAX PAYMENT 106,350.75
BALANCE OF TAX DUE . 16CR
INTEREST AND PEN. .00
TOTAL DUE .16CR
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.