HomeMy WebLinkAbout02-17-15 NOTICE OF INHERITANCE TAX pennsytvania
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)
PO BOX 280601 F
HARRISBURG PA I-U�"Vf D F I E 0
REGI YTE- C. 3 W i I-L S DATE 02-16-2015
ESTATE OF HILLIER DAVID A
HIS FEB 17 FM I . 11 DATE OF DEATH 03-05-2014
FILE NUMBER 21 14-0344
,'LE 3 COUNTY CUMBERLAND
CONNOROjt
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r �-M-1 C HA-E-L J
� dl� ACN 101
247 �rO -N WAY,E APPEAL DATE: 04-17-2015
CHAMRStURG PA 1720 1-2235 (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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HILLIER DAVID AFILE NO. :21 14-0344 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) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 36,145.00 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 60,973.00
6. Jointly Owned Property (Schedule F) (6) 50,306.00
7. Transfers (Schedule G) C7) 22,713.00
8. Total Assets (8) 170,137.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9). 24,433.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 7,299.00
11. Total Deductions (11) 31,732.00
12. Net Value of Tax Return (12) 138,405.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 138,405.00
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) -nni x 045 = .00
17. Amount of Line 14 at sibling rate C17) 102,26n.011 x 12 = 12,271 .00
18. Amount of Line 14 taxable at collateral rate (18) 36,145.00 x 15 = 5,422.00
19. Principal Tax Due C19)= 17,693.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-07-2014 CDO19767 .00 17,693.00
TOTAL TAX PAYMENT 17,693.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
■ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.