HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX
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30 Pn j2 � iY DATE 03-30-2015
1J ESTATE OF PHILLIPS HILDA I
GLEFA' OF DATE OF DEATH 03-10-2014
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4RPHANFILE NUMBER 21 14-0328
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UP,§ `�� DAVID A COUNTY CUMBERLAND
� � ACN 101
108 WINDRUSH LN APPEAL DATE: 05-29-2015
MECHANICSBURG PA 17055-9235 (See reverse side under Objections)
Amount Remitted
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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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PHILLIPS HILDA IFILE NO. :21 14-0328 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
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) C2) 241,523.00 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) C5) 126,007.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 367,530. 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,74 6.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,321 .0 0
11. Total Deductions (11) 19,067.00
12. Net Value of Tax Return (12) 348,463.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 348,463.00
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) .0 0 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 34R.463_nn X 045 = 15,680.84
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 (19)= 15,680.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-09-2014 CDO19264 784.04 15,200.00
TOTAL TAX PAYMENT 15,984.04
BALANCE OF TAX DUE 303.20CR
INTEREST AND PEN. .00
TOTAL DUE 303.20CR
* 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.