HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX 1..rp` pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVIS,iQN r o R D E D �F FFC E O�_ REV-1547 EX AFP (11-14)
PO BOX 280601 �([CORDED t1 i
HARRISBURG PA 17128-06R1M - N} �-�
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C 11 m t 1 DATE 01-19-2015
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?D1S IM 20 12 11. ESTATE OF ENGLE ALMA H
DATE OF DEATH 12-26-2013
CLER_, OF FILE NUMBER 21 14-0045
TAX OFFICORPHAF� EDCC''-'B COUNTY CUMBERLAND
ACN 101
PO BOX ? E ;!._,':' ; APPEAL DATE: 03-20-2015
LANCASTER PA 17604-3215 (See reverse side under Objections)
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 RECORDS
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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: ENGLE ALMA HFILE NO. :21 14-0045 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 (Schedule A) (1) •00 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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14,711 .07
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 884,463.60
S. Total Assets C8) 899,174.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 37,913.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,292.41
11. Total Deductions (11) 47,206. 12
12. Net Value of Tax Return (12) 851,968.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 6 38,9 76.41
14. Net Value of Estate Subject to Tax (14) 212,992.14
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 C16) - 00 x 045 = .00
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 212,992. 12 X 15 = 31,948.82
19. Principal Tax Due (19)= 31,948.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-08-2014 CDO19648 .00 31,948.82
TOTAL TAX PAYMENT 31,948.82
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.
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