HomeMy WebLinkAbout02-23-15 NOTICE OF INHERITANCE TAX pennsyLvania
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
HARRISBURG r�A-tl�112VE'60-
CMICE OF
REG 1 '7 v.";IL I-S DATE 02-24-2015
L$ ESTATE OF WALKER MAX E
?nulS FEB 23 P11 12 Z DATE OF DEATH 02-18-2008
FILE NUMBER 21 14-0485
F COUNTY CUMBERLAND
ANDERSOIUi_ Ut WENDY
I ACN 101
234 CW V��"N 'A V E'"j APPEAL DATE: 04-25-2015
PA1 1,7013-1138 (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 +-
R--V:-1-54-7--Ei--AFP-i-1-1--i-4-)-NOTICE--O-F--INHERITANCE-TAX--APP-R-Aii-E-M-ENi-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALKER MAX EFILE N0. :21 14-0485 ACN: 101 DATE: 02-24-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 140,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0, 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) 10,914.30
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets 150,914.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6,378.50
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 77,701 .33
11. Total Deductions (11) 84,079.83
12. Not Value of Tax Return (12) 66,834.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 00
14. Net Value of Estate Subject to Tax (14) 66,834.47
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) 66,834.47 x 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate Cis) .00 x 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
TOTAL TAX PAYMENT .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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.