HomeMy WebLinkAbout12-29-14 .NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISIONREV-1547 EX AFP (11-14)
PO BOX 280601 )RDED OFFICE OF
HARRISBURG PA I RU 0111
REGISTER GF VILLS DATE 12-29-2014
ZpjI4 otEC 29 r,-M 1.2 23 ESTATE OF PAUL EMMANUEL M
DATE OF DEATH 10-29-2013
OF FILE NUMBER 21 13-1199
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101
ACN
129 !#a�E�T ',, -- FA APPEAL DATE: 02-27-2015
CARLISLE PA 17013-3425 (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 -1) RETAIN LOWER PORTION FOR YOUR RECORDS 4—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PAUL EMMANUEL MFILE NO. :21 13-1199 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 62,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00submit 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) 1,171,703.29
.
6 Jointly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule G) (7) 251,733.42
B. Total Assets (a) 1,485,436.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 100,747.67
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 10,031 .50
11. Total Deductions (11) 110,779.17
12. Net Value of Tax Return (12) 1,374,657.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,374,657.54
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) 1 ,374,657.54 x 12 = 164,958.90
18. Amount of Line 14 taxable at collateral rate (ie) .00 X 15 = .00
19. Principal Tax Due (19)= 164,958.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-23-2014 CDO18686_ 6,684.21 '127,000.00
07-28-2014 CDO19476 .00 31,274.69
TOTAL TAX PAYMENT 164,958.90
BALANCE OF TAX DUE 100
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.