HomeMy WebLinkAbout02-23-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTP ALLOWANCE OR DISALLOWANCE 11V DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION F F OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280R;:
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DATE 02-16-2015
'01S FEB 23 PM 12 28 ESTATE OF SOLADA WILLIAM E
DATE OF DEATH 01-18-2014
FILE NUMBER 21 14-0090
COUNTY CUMBERLAND
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WARS"F§ �i",' �Bk U 6 E_ i ACN 101
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N-ff�T APPEAL DATE; 04-17-2015
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HAR ISBURG PA 17110-10 08 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS +- -------------
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SOLADA WILLIAM EFILE NO. :21 14-0090 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) 83,190.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule R) (2) .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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 121,705.84
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 204,895.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,121.09
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 31039.58
11. Total Deductions (11) 28,160.67
12. Net Value of Tax Return (12) 176,735.17
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 176,735.17
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 (is) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 171;.71Fi-17 x 045 = 7,953.08
17. Amount of Line 14 at sibling rate (17) nOX 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 7,953.08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-09-2014 CDO19000 397.65 10,000.00
TOTAL TAX PAYMENT 10,397.65
BALANCE OF TAX DUE 2,444.57CR
INTEREST AND PEN. .00
TOTAL DUE 2,444.57CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE �PX
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.