HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
Rf DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX��,y�S�pl,D E D c+,,7 F+C C OF+ REV-1547 EX AFP (11-14)
PO BOX 280601 t�j {( l V L
HARRISBURG PA 1718-0 lE , r -7 1 -LS
DATE 01-19-2015
JIM N� 12 11 ESTATE OF INGRAM JUDITH A
DATE OF DEATH 01-24-2014
CLE7, FILE NUMBER 21 14-0098
COUNTY CUMBERLAND
WATTS R��SL1t" 'D�v'ID" IM ACN 101
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PO BMUM[69,RL, :.~' , . APPEAL DATE: 03-20-2015
HARRISBURG PA 17108-1166 (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 4-- --------------
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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: INGRAM JUDITH AFILE NO. :21 14-0098 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) 241,901 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1,436,694.00 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 679,044.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 965,670.00
S. Total Assets (8) 3,323,309.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 150,450.00
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 15,007.00
11. Total Deductions C11) 165,457.00
12. Net Value of Tax Return C12) 3,157,852.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 3,157,852.00
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) ?•7S7•ss?- DD x 045 = 124,103.00
17. Amount of Line 14 at sibling rate C17) n0 x 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) 400,000.00 x 15 = 60,000.00
19. Principal Tax Due (19)= 184,103.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-17-2014 CDO19044 9,075.00 172,425.00
09-05-2014 CDO19643 .00 2,603.00
TOTAL TAX PAYMENT 184,103.00
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
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FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.