HomeMy WebLinkAbout01-26-15 NOTICE OF INHERITANCE TAX Pennsylvania
2qDED CFF144kI-SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU Or INDIA;& AXES RF,, DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIV 08 IS T E_R OF W I L
PO BOX 280601 REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-0601
HIS j9N 26 PM 1 '44 DATE 01-27-2015
CLEM,', OF ESTATE OF THOMPSON VIOLA E
DATE OF DEATH 11-15-2013
ORPHANS' GI FILE NUMBER 21 13-1247
THOMPSW M'�7'L DANIEL COUNTY CUMBERLAND P" ACN 101
5208 BRIGHTON LN APPEAL DATE: 03-28-2015
ENOLA PA 17025-1281 (See reverse side under Objections)
Amount Remitted L 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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMPSON VIOLA EFILE NO. :21 13-1247 ACN: 101 DATE: 01-27-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (5) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 13,390.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 430,868.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,035,401 .00
8. Total Assets (a) 1,479,659.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,757.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 16,575.00
11. Total Deductions (11) 38,332.00
12. Net Value of Tax Return (12) 1,441,327.00
IS. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) cis) .00
14. Not Value of Estate Subject to Tax (14) 1,441,327.00
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 C15) .00, X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 .441 .A?7-n n x 045 = 64,860.00
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)= 64,860.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-10-2014 CDO18746 3,052.63 58,000.00
08-01-2014 CDO19496 .00 3,807.00
01-20-2015 SBADJUST .00 .37
TOTAL TAX PAYMENT 64,860*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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.