HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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R E G I L L S DATE 02-02-2015
ESTATE OF RUBERT JR WILLIAMS F
Ms FEB 2 FM 1 19 DATE OF DEATH 07-12-2011
FILE NUMBER 21 11-0797
C L E COUNTY CUMBERLAND
��HART,-,-- LISA D
OR i ACN 101
'4'4,d,FNT, HOUSE RD APPEAL DATE: 04-03-2015
cum 'Fk� (See reverse side under Objections)
1A ISLE PA 17015-9135
Amount Remittedl
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUBERT JR WILLIAMS FFILE N0. :21 11-0797 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (l) 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) (3) .
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) 5,231.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 94,556.00
8. Total Assets (8) 99,787.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1,230.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,074.00
11. Total Deductions (11) 5,304.00
12. Not Value of Tax Return C12) 94,483.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 94,483.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 94.4R4-nn x 045 = 4,252.00
17. Amount of Line 14 at sibling rate (17) .011, x 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 x 15 = .00
19. Principal Tax Due (19)= 4,252.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-12-2012 CDO15834 .00 4,400.00
TOTAL TAX PAYMENT 4,400.00
BALANCE OF TAX DUE 148.00CR
INTEREST AND PEN. .00
TOTAL DUE 148.00CR
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.