HomeMy WebLinkAbout03-02-15 NOTICE OF INHERITANCE TAX pe11t1SJ/lV8111a
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE iDEPARTMENT OFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
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OF 1r E 0r DATE 03-02-2015
��.� ESTATE OF ANGELOFF SR DIMKO V
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DATE OF DEATH 11-18-2013
2 PIM 12 Jl FILE NUMBER 21 14-0140
U Ii COUNTY CUMBERLAND
ROSEN ESQ _LAWRENCE ACN 101
1101 Nr,LR:ONT ST APPEAL DATE: 05-01-2015
HAI�RSBIIRG PA 17102 (See reverse side under Objections)
Amount Remitted
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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANGELOFF SR DIMKO VFILE NO. :21 14-0140 ACN: 101 DATE: 03-02-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 22,8 70.28
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)
125,000.00
8. Total Assets (8) 147,870.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 10,935.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 21 ,406.75
11. Total Deductions (11) 32,341 .75
12. Net Value of Tax Return (12) 115,528.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0
14. Net Value of Estate Subject to.Tax (14) 115,528.53
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) 1 1 5.US-53 x 045 = 5,198.78
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,198.78
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-02-2014 CDO19743 .00 4,648.20
INTEREST IS CHARGED THROUGH 03-17-2015 TOTAL TAX PAYMENT 4,648.20
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 550.58
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 26.67
TOTAL DUE 577.25
* 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.
REV-147')EX(01-10) s
penn$ytvanla INHERITANCE TAX
, DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Dimko Angeloff 2114-0140
REVIEWED BY ACN
Joseph - Agent#94 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Increased from $87,357.77 to $125,000.00, the sale price of the property. Settlement costs
G 1 are not allowable de Iductions for the non-probate property.
1 1 The value of the mo gage encumbering the real estate has been added to Schedule I.
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