HomeMy WebLinkAbout02-09-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX -- REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION
PO BOX 280601 -ICE OF
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DATE 02-09-2015
ESTATE OF BRASHEAR WALTER i
DATE OF DEATH 10-11-2012
?Ni5 FEB 1 06 FILE NUMBER 21 13-0027
CIL C F COUNTY CUMBERLAND
LI�G I U,ES"EORGE F 101
ffS ACN
4EX4NDER, 'S'PRING RD APPEAL DATE: 04-10-2015
W AR,C I-S,L E OA 17015-7451 (See reverse side under Objections)
Amount Remitted l —
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: BRASHEAR WALTER JFILE NO. :21 13-0027 ACN: 101 DATE: 02-09-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 223 191 .84 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 12,277.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 Submit the upper portion
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) 14,574.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 8,785.83
8. Total Assets (8) 258,829.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,485.66
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11, Total Deductions (11) 21,485.66
12. Not Value of Tax Return (12) 237,343.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 237,343.35
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 -r1n x 045 = .00
17. Amount of Line 14 at sibling rate (17)_ 197,786,10 x 12 = 23,734.33
18. Amount of Line 14 taxable at collateral rate 39,557.25 x 15 = 5,933.59
19. Principal Tax Due (19)= 29,667.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-01-2014 CDO19738 .00 10,000.00
INTEREST IS CHARGED THROUGH 02-24-2015 TOTAL TAX PAYMENT 10,000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 19,667.92
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1,322.91
TOTAL DUE 20,990.83
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.