HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAXr"K7 pennsyLvania
`APPRAISEMENT, ALLOWANCE OR DISALLOWANCE b-7 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 RECOR--ED `M-
HARRISBURG PA 17128-0601 �:p ---
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U_- DATE 03-09-2015
2 Li ESTATE OF NOLL ROBERT
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DATE OF DEATH 12-12-2012
C! FILE NUMBER 21 13-0310
COUNTY CUMBERLAND
MILLER ORPHV666LAS GACN 101
60 W POMF:(R_1ET,'-.'S!_' APPEAL DATE: 05-08-2015
CARLISLE PA 17013-3243 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I 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: NOLL ROBERT LFILE NO. :21 13-0310 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: C 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) 577,377.49 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 892,531 .37 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) 9,022.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 39,517.96
8. Total Assets 1 ,518,449.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 51 ,418. 10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (IO) 3,14 6. 16
11. Total Deductions (11) 54,5'64.26
12. Net Value of Tax Return (12) 1,463,885.37
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (IS) 10,000-00
14. Net Value of Estate Subject to Tax (14) 1,453,885-37
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 41i-i.AR;;- 17 x 045 = 65,424.84
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 65,424.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-18-2014 CDO18772 .00 30,000.00
10-22-2014 CDO19822 .00 35,424.84
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-23-2014 TOTAL TAX PAYMENT 65,424.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1,567.60
TOTAL DUE 1,567.60
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.