HomeMy WebLinkAbout02-17-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Q7 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 2806ft��,Q601'- C F F1 E 0 F
HARRISBURG -r
DATE 02-16-2015
ESTATE OF VISCOVICH ALBERT i
NIS FFEB 17 FM 1 10 DATE OF DEATH 06-08-2012
FILE NUMBER 21 13-0018
C L F COUNTY CUMBERLAND
ACN 101
N37UO�,IGLEiAVE APPEAL DATE: 04-17-2015
W CAS TL E' DE "19720-3636 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS +—
Rii:-1-54-7--Ei--A-F-P--C-1-1--i-4-)-;;-T-I-Ci--O-F-i-N-H-Eii-T-A-Ni-E--Tii--A��-R-A-Iii-M-E;i-o--AEE-O-W-A;i-E-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VISCOVICH ALBERT JFILE NO. :21 13-0018 ACN: 101 DATE: 02-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 11050.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 31,630.30 credit to your account,
00 submit the upper portion
3. 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) 116,363.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 158,682.19
8. Total Assets 307,725.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,147.63
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 12,174.02
11, Total Deductions (11) 33,321.65
12. Net Value of Tax Return (12) 274,404.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 274,404.20
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) -On x 045 = .00
17. Amount of Line 14 at sibling rate (17) 45,734.03 x 12 = 5,488.08
18. Amount of Line 14 taxable at collateral rate (18) 228,670.17 x 15 = 54,300.53
19. Principal Tax Due C19)= 39,788.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-10-2014 CDO19785 1,810.77- 41,599.38
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-11-2014 TOTAL TAX PAYMENT 39,788.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. 84.84
TOTAL DUE 84.84
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.