HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARR,sBtR9E!DOIRIBO�c--13"OFFICE OF
REGISTER 0117 WILLS DATE 12-29-2014
ESTATE OF OLSHEFSKI HELEN A
?gill ON 29, PM 12 24 DATE OF DEATH 05-07-2014
FILE NUMBER 21 14-0467
OF COUNTY CUMBERLAND
11, J
PETEiWl- % ?qLLIAM ACN 101
293RFHN;kT WONT STREE APPEAL DATE: 02-27-2015
C"ARf_9_WU'k6 A 17110 (See reverse side under Objections)
Amount Remitted-
MAKE
emitted IMAKE 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: OLSHEFSKI HELEN AFILE NO. :21 14-0467 AGN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 125,442.69 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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/Misc. Personal Property (Schedule E) (5) 54,137.36
6. Jointly Owned Property (Schedule F) (6) 19,256.64
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 198,836.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,309.67
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,760.02
11. Total Deductions (11) 23,069.69
12. Net Value of Tax Return (12) 175,767.00
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 175,767.00
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) 17;;.767-nn x 045 = 7,909.52
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)= 7,909.52
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-25-2014 CDO19481 395.48 7,595.28-- -
12-22-2014 REFUND .00 81 .24-
TOTAL TAX PAYMENT 7,909.52
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.