HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAXpennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX QIV REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128:06rli,L n
REC0FRE, -5 J lJ
� DATE 02-02-2015
R Ev;
n ESTATE OF DAVIS JESSE E
U DATE OF DEATH 07-23-2014
1J FEBiJ FILE NUMBER 21 14-0735
GLCEIASON. SQ THOMAS P COUNTY CUMBERLAND
ORffF k 3 ACN 101
( �,. ••.y APPEAL DATE: 04-03-2015
`� W. ORANGE IST-.'k (See reverse side under Objections)
�U'�Vl . .
fi"IPP'ENSBURG PA 17257-1813 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 F-
-------------------- -------------------
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAVIS JESSE EFILE NO. :21 14-0735 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) (1) 145,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 218,209.90 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) 1,224,818.07
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1 ,588,027.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23,37 0.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1D) 3,004.55
11. Total Deductions (11) 26,375.30
12. Net Value of Tax Return (12) 1,561,652.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,561,652.67
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) 1 -R61 .A9i7-A7 X 045 = 70,274.37
17. Amount of Line 14 at sibling rate (17) n0 X 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 70,274.37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-18-2014 CDO19695 3,513.72 66,760.66
TOTAL TAX PAYMENT 70,274.38
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .01CR
* 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. V