HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsytvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 171J8-p60 F, ,
DATE 03-16-2015
L` ESTATE OF WOOD ELEANOR W
MIS MIR 1b �� � 5DATE OF DEATH 05-25-2014
1 FILE NUMBER 21 14-0559
(I; - COUNTY CUMBERLAND
MCKNIGHT Il!I MARCUS A ACN 101
IRWIN B01ACK,N1GHfi,_PC' APPEAL DATE: 05-15-2015
6 0 W 010 MjV..R E T" S T (See reverse side under Objections)
CARLISLE PA 1'7013-3243 Amount Remitted
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- � -- ---------------
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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: WOOD ELEANOR WFILE NO. :21 14-0559 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) 1,128,830.05 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 191,541.42
6. Jointly Owned Property (Schedule F) C6) 17,272.94
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1 ,337,644.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 45,571 .83
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 ,644.68
11. Total Deductions (11) 56,216.51
12. Net Value of Tax Return (12) 1,281,427.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 151 ,000.00
14. Net Value of Estate Subject to Tax (14) 1,130,427.90
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 C15) 0 0 1 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) 636.3930.42 X 12 = 64,362.05
18. Amount of Line 14 taxable at collateral rate (18) 594,077.48 x 15 = 89,111.62
19. Principal Tax Due (19)= 153,473.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-22-2014 CDO19582 7,631 .58 145,000.00
10-30-2014 CDO19860 .00 1,223.67
TOTAL TAX PAYMENT 153,855.25
BALANCE OF TAX DUE 381.58CR
INTEREST AND PEN. .00
TOTAL DUE 381 .58CR
* 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.