HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU N% � c-APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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INHERITA 'D V�JSION REV-1547 EX AFP (11-14)
PO BOX 2B06P1,(N---
HARRISBURG PAZ:17129'-0601
m5 MR Nil 11-13 DATE 03-09-2015
ESTATE OF POWELL RICHARD W
DATE OF DEATH 06-14-2010
FILE NUMBER 21 10-0692
0R P COUNTY CUMBERLAND
R p�6 R,Z-E-S'Q HEATHER D ACN 101
FL 3APPEAL DATE: 05-08-2015
4431 N FRONT ST (See reverse side under Objections)
HARRISBURG PA 17110-1778 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 C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POWELL RICHARD WFILE NO. :21 10-0692 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 159,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 34.62 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) 27,870.40
6, Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)— .00
8, Total Assets (8) 186,905.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 82,023.92
10, Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 436,031.65
11. Total Deductions (11) 518,055.57
12. Net Value of Tax Return (12) 331,150.55-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 306,400.55-
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate C17) .01) X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-27-2011 JF003851 .00 2,982.20
TOTAL TAX PAYMENT 2,982.20
BALANCE OF TAX DUE 2,982.20CRI
INTEREST AND PEN. .00
TOTAL DUE 2,982.20CR
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.