HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q/ REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION
PO BOX 2806 1 r r.r.-71f�C 0 F
HARRIER_ � V-
'IL LS DATE 02-02-2015
ESTATE OF BROUDE DORIS
?qUIS 20 DATE OF DEATH 01-29-2014
FILE NUMBER 21 14-0120
r'1-1 � 7 COUNTY CUMBERLAND
—MICHAEL LACN 101
'1'8TH. ST- r APPEAL DATE: 04-03-2015
HILL PA 17011-5902 (See reverse side under Objections)
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: BROUDE DORIS JFILE NO. :21 14-0120 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 87,994.98 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,111 .9 5 credit to your account,
00 submit the upper portion
5. 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) =A 234,810.56
6. Jointly Owned Property (Schedule F) (6) 2,457.20
7. Transfers (Schedule G) (7) 6,616.01
8. Total Assets 333,990.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 21,690.49
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 841 .71
11. Total Deductions (11) 22,532.20
12. Net Value of Tax Return (12) 311,458.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 311,458.50
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 -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 235,247.88 x 12 = 28,229.75
18. Amount of Line 14 taxable at collateral rate (18) 76,210.62 x 15 = 11,431.59
19. Principal Tax Due (19)= 39,661 .34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-22-2014 CDO19050 1,983.07 38,000.00
TOTAL TAX PAYMENT 39,983.07
BALANCE OF TAX DUE 321.73CR
INTEREST AND PEN. .00
TOTAL DUE 321.73CR
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.