HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX pennsyLvania
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 280
HARRISBURG601 PA 17128P'ZCG-C R�L- F F!C E 0 F
DATE 03-23-2015
ESTATE OF SUNDERLAND KLARE S
X015 P,Al R 2'3 PR 1 91 DATE OF DEATH 01-06-2013
FILE NUMBER 21 13-0074
G Lr__, F COUNTY CUMBERLAND
SMITH E S-TAN L E Y -A ACM 101
PO BOX S�RP H,',:* .. I APPEAL DATE: 05-22-2015
HARRISA(V_T'-' ' PA 17108-1146 (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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R
V 1 7 E AF (11-14? TI OF INHERITANCE T X A RAI EME , ALLOWANCE CE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SUNDERLAND KLARE SFILE NO. :21 13-0074 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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) 146,667.96
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 146,667.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 55,014.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 55,014.00
12. Net Value of Tax Return (12) 91,653.96
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 24,533,588.66
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) 25,919,3BR-64' x 045 = 1,076,373.03
17. Amount of Line 14 at sibling rate (17) 29,700.00 x 12 = 3,564.00
18. Amount of Line 14 taxable at collateral rate (18) 584,500.00 x 15 = 87,675.00
19. Principal Tax Due (19)= 1,167,612.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-02-2013 CD017390 52,631.58 11000,000.00
10-03-2013 CDO18199 .00 146,100.00
10-02-2014 REFUND .00 35,244.52-
11-28-2014 CDO19974 .00 4,124.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-29-2014 TOTAL TAX PAYMENT 1,167,612.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. 19.28
TOTAL DUE 19.28
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.