HomeMy WebLinkAbout03-02-15 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
HARRISBURG PA 17128-06EM"%Ln -_.�
7128-OTEM"%Ln--n� C-F:CE CF
-S DATE 03-02-2015
ESTATE OF SAWYER EDWARD H
DATE OF DEATH 10-26-2013
.-,,15 MR 2 M 12 0 FILE NUMBER 21 13-1277
COUNTY CUMBERLAND
MYERS D"M U,ND_ G ACN 101
301 MARKET M- �' ".� ' '..- APPEAL DATE: 05-01-2015
LEMOYNE cilvnr PA '17043-1662 (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 --) RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SAWYER EDWARD HFILE NO. :21 13-1277 ACN: 101 DATE: 03-02-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (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) 19,485.62
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets 19,485.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 15.00
12. Net Value of Tax Return (12) 19,470.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,537,350.28
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 20,000.00 x 12 = 2,400.00
18. Amount of Line 14 taxable at collateral rate c18) 1,517,350.28 x 15 = 227,602.54
19. Principal Tax Due (19)= 230,002.54
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-21-2014 CDO18681 8,684.21 165,000.00
05-20-2014 CDO19196 .00 53,397.74
12-02-2014 CDO19986 30.89- 2,951.72
TOTAL TAX PAYMENT 230,002.78
BALANCE OF TAX DUE .24CR
INTEREST AND PEN. .00
TOTAL DUE .24CR
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.