HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX 1 pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 7DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (11-14)
PO HARRhr9 G-AT17128-0601 '^ r
DATE 03-23-2015
?�i � � L3 q L 2 ESTATE OF WILLIAMSON CRAIG A
DATE OF DEATH 02-09-2014
FILE NUMBER 21 14-0136
COUNTY CUMBERLAND
001NNE BORRO HAYS ESQUIRE ACN 101
;SA-IDIS SULLIVAN & ROGER APPEAL DATE: 05-22-2015
'435 N 12TH ST STE 400 (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: WILLIAMSON CRAIG AFILE NO. :21 14-0136 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 152,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 887,956.31 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) 135,948.51
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 43,000.00
8. Total Assets (8) 1 ,218,904.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 43,721 .89
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,349.92
11. Total Deductions (11) 48,071 .81
12. Net Value of Tax Return (12) 1,170,833.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,170,833.01
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 7n•R;;.n1 x 045 = 52,687.49
17. Amount of Line 14 at sibling rate (17) .0(I x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 52,687.49
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-09-2014 CDO19137 2,634.37 52,000.00
TOTAL TAX PAYMENT 54,634.37
BALANCE OF TAX DUE 1,946.88CR
INTEREST AND PEN. .00
TOTAL DUE 1,946.88CR
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. (,vvJ1