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 _{� OFFICE
{P iV REV-1547 EX AFP C11-14)
HARRISBURG
PO BOX 6 01 �jPA 17128=�6�1 {t a'is F
REGISTER OF 'HILLS
DATE 01-19-2015
cJ1V � 7
7015 19N '2 U f) pip 12 12 ESTATE OF CAULFIELD WINIFRED T
J DATE OF DEATH 06-16-2014
CLER" OF FILE NUMBER 21 14-0820
COUNTY CUMBERLAND
CAULIFIEOr(PHI�;iI',$OA'NAIE,f i E ACN 101
90 RIVt�kkJ�tK��DR `n r { APPEAL DATE: 03-20-2015
ASHEVILLE NC 28804-4405 (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: CAULFIELD WINIFRED TFILE NO. :21 14-0820 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 430,338.00 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 122,268.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 215,000.00
8. Total Assets C8) 767,606.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 5.993.00
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 1 ,243.00
11. Total Deductions (11) 7,236.00
12. Net Value of Tax Return (12) 760,370.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 760,370.00
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 7An •a7n_nn X 045 = 34,217.00
17. Amount of Line 14 at sibling rate (17) An X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 34,217.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-28-2014 CDO19626 1,706. 11 32,416.00
PAYMENT MUST BE MADE BY 03-16-2015*. TOTAL TAX PAYMENT 34,122.11
BALANCE OF TAX DUE 94.89
INTEREST AND PEN. .00
TOTAL DUE 94.89
* 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.