HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX 10 REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBU�r,,PA.1712BI-0601-
DATE 02-02-2015
ESTATE OF FLOYD VIRGINIA S
DATE OF DEATH 05-18-2014
FILE NUMBER 21 14-0528
7 COUNTY CUMBERLAND
MATEyAL'.1 MARK A ACN 101
55),'W"Id0,6RUH AVE APPEAL DATE; 04-03-2015
E PA 17013-3202 (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--
R-V:-li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--O-F-INHERITANCE--TAX--APP-R-A-li-E-M-E;i-p--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FLOYD VIRGINIA SFILE NO. :21 14-0528 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
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) 1,327,997.03
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 85,788.39
8. Total Assets 1,413,785.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 44,952.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,628.44
11. Total Deductions (11) 46,581 .22
12. Net Value of Tax Return (12) 1,367,204.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) 136.720.4 2
14. Net Value of Estate Subject to Tax (14) 1,230,483.78
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 .2in.48-1-79 x 045 = 55,371 .77
17. Amount of Line 14 at sibling rate C17) .00 , x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 55,371.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-13-2014 CDO19537 2,768.59 53,000.00
TOTAL TAX PAYMENT 55,768.59
BALANCE OF TAX DUE 396.82CR
INTEREST AND PEN. .00
TOTAL DUE 396.82CR
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.
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Pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN 14173316
PO Box 280601
HARRISBURG,
DECEDENT'S NAME FILE NUMBER
Virginia S. Floyd 2114-0528
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The 10% was calculated incorrectly for the charitable bequest.
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