HomeMy WebLinkAbout01-12-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO box 280601
HARRISBURG PA 17128-0601
DATE 01-12-2015
ESTATE OF MEREDITH WILLIAM i
DATE OF DEATH 04-13-2013
FILE NUMBER 21 13-0566
COUNTY CUMBERLAND
OLSEN ESQ LINDA i ACN 101
STE 202 APPEAL DATE: 03-13-2015
2000 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --b- RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEREDITH WILLIAM JFILE N0. :21 13-0566 ACN: 101 DATE: 01-12-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 69,074.87 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) 121,461 .54
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 125,861.96
8. Total Assets (a) 451,398.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 47,707.51
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 870.49
11. Total Deductions (11) 48,577.80
12. Net Value of Tax Return (12) 402,820.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 402,820.57
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) 88,486.23 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 'A1 4.'A A 4_?S4 x 045 = 14,145.05
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00,
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 � M .00
19. Principal Tax Due 819) 14 f .05
TAX CREDITS: -;0
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-3 2 -n
07-15-2013 CDO17888 .00 11,500.;(#_0'"- C:)
07-10-2014 CDO19419 .00 2,039., 9 -
k"I <--;Y
C-s
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INTEREST IS CHARGED THROUGH 01-27-2015 TOTAL TAX PAYM" W,539.79
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 605.26
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 48.59
TOTAL DUE 653.85
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.