HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BX
HARRISBURG601 PA 171285r N O(1 D E D OFFICE G E
RECIST > L " WILLS DATE 01-19-2015
ESTATE OF WESTFALL JR CHESTER C
101AN 20 'M 12 11 DATE OF DEATH 12-11-2013
FILE NUMBER 21 13-1309
CLE, CE COUNTY CUMBERLAND
STONE ESQ� j,,D�A,VUD��,R+H ACN 101
414 BRID S APPEAL DATE: 03-20-2015
'` . � 7 See reverse side under Objections)
NEW CU"M ' 1''A�ND- PA F17.0?0' 1927 � b J )
Amount Remitted
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 RECORDS4 --------------
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WESTFALL JR CHESTER CFILE NO. :21 13-1309 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 170,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 19 7,38 7.75 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 869,998.31
6. Jointly Owned Property (Schedule F) (6) 32,793.41
7. Transfers (Schedule G) (7) 170,174.94
8. Total Assets (8) 1 ,440,354.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48,644.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 48,644.50
12. Net Value of Tax Return (12) 1,391,709.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,391,709.91
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) 1 .379.494.F34 X 045 = 62,077.26
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 12,215.35 X 15 = 1,832.30
19. Principal Tax Due (19)= 63,909.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-05-2014 CDO18852 2,736.84 52,000.00
09-05-2014 CDO19642 .00 9,172.72
TOTAL TAX PAYMENT 63,909.56
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 CCR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \��