HomeMy WebLinkAbout01-12-15 NOTICE OF INHERITANCE TAXpennsyLvania
TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL OF DEDUCTIONS AND ASSESSMENT OF TAX I
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 01-12-2015
ESTATE OF BROWN ROBERT A
DATE OF DEATH 10-22-2013
FILE NUMBER 21 13-1172
COUNTY CUMBERLAND
OTTO III IVO V ACN 101
10 E HIGH ST APPEAL DATE: 03-13-2015
CARLISLE PA 17013 (See reverse side under Objections)
Amount Remitted I I
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 4-
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REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWN ROBERT AFILE N0. :21 13-1172 ACN: 101 DATE: 01-12-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 31995,908.90 credit to your account,
3. Closely Held Stock/Partnership Interest {Schedule C} {S} .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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 3,995,908.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 100
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 31995,908.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 31995,908.90
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 cis) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) i.99ti.908_90 x 045 = 179,815.90
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 x 15 = .00
19. Principal Tax Due (19)= 179,815.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
_;0 rn
rri C->
INTEREST IS CHARGED THROUGH 01-27-2015 TOTAL TAX PAYMENT,-,.) �_'T'�
- 3 ,1110
"
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DU9_; q79' 5 gnO
REVERSE SIDE OF THIS FORM INTEREST AND PEN. '- 2,786.7,?, --Ti
TOTAL DUE
.�2.61t_
T'll
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (UR'5_� YOU MW BEVP-bE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONA.-
c::)
REV-1470 EX(01-10) µ.
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
B 8-060
DECEDENT'S NAME FILE NUMBER
BROWN, ROBERT A. 2113-1172
REVIEWED BY ACN
Jklinger 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
SPOUSE SPECIFICALLY DISCLAIMED ALL INTEREST IN ITEMS 4 & 6 OF THE WILL. THIS
AMOUNT IS TO BE TAXED AT THE LINEAL RATE.
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