HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAXpennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES F UCTIONS AND ASSESSMENT OF TAX REV-1547
EX AF REVENUE
INHERITANCE TAX DIVISION �����n �.�Ci�`� � """" REV-1547 EX AFP (11-14)
PO BOX 280601 U
HARRISBURG PA 17128-0REGISTER oc WILLS
DATE
DATE 03-30-2015
,p15 ��ti 3ESTATE OF WOODS DOLLY J
30 QM 12
1 ' DATE OF DEATH 02-18-2014
GLEF Y, 0 F FILE NUMBER 21 14-0548
OTTO III ORP litWo' C U]T COUNTY CUMBERLAND
10 E HIGH F,' ""' t_') t + ACN 101
C��i��t'._r. APPEAL DATE: 05-29-2015
CARLISLE PA 17013-3015 (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: WOODS DOLLY JFILE NO. :21 14-0548 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) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 10,551 .84 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) 0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 208,406.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 218,958.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,793. 12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,964.49
11. Total Deductions (11) 21,757.61
12. Net Value of Tax Return (12) 197,201 . 15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 197,201 . 15
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) 197,201 - I q x 045 = 8,874.05
17. Amount of Line 14 at sibling rate (17) n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,874.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-14-2014 CDO19907 .00 8,874.05
TOTAL TAX PAYMENT 8,874.05
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.