HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX Pennsylvania
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BUREAU OF INFfVA"fA7XE6 77 F;'_'.: DEPARTMENT OF REVENUE
-OF DEDUCTIONS AND ASSESSMENT OF TAX 1--r
INHERITANCE TAX bYVIS�ION '7 _ REV-1547 EX AFP (11-14)
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PO BOX 280601 f..C71 ,, , 11 1 __
HARRISBURG PA Agkir-0601
7flS MR 23 Pi DATE 03-23-2015
ESTATE OF ROYER J W
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DATE OF DEATH 04-13-2014" - I
ORk_)HAI, -" ' FILE NUMBER 21 14-0420
ULSHCU!,',__�' *� * JAMES A COUNTY CUMBERLAND
ACN 101
3401 NORTH FRONT ST APPEAL DATE: 05-22-2015
PO BOX 5950 (See reverse side under Objections)
HARRISBURG PA 17110-0950 Amount Remittedi
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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OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROYER J WFILE N0- :21 14-0420 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS: ( 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) 272,728.63 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) CS) 79,931.06
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C71 387,203.14
8. Total Assets (8) 739,862.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 49,485.19
10. Debts/Mortgage Liabilities/Liens (Schedule 1) C10) 25,088.05
11. Total Deductions (11) 74,573.24
12. Net Value of Tax Return (12) 665,289.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 248,086.45
14. Net Value of Estate Subject to Tax (14) 417,203. 14
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) 397,203. 14 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 2n.n n n . nn X 045 = 900.00
17. Amount of Line 14 at sibling rate (17) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due 900.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-10-2014 CDO19416 45.00 855.00
TOTAL TAX PAYMENT 900.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.