HomeMy WebLinkAbout04-13-15 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 REV-1547 EX AFP C11-14)
PO BOX 280601
HARRISBURG PA IX_QaPDED OFFICE OF
REGISTER OF WILLS DATE 04-13-2015
HIONMUS
2015 APR 13 AM 1159 DATEESTATE OFOF DEATH 09-R02-I2014 RAY
FILE NUMBER 21 14-0838
CLERK' OF COUNTY CUMBERLAND
TRIMMEtRPHAIN'S'Vg�,M, T A - ACN 101
PERSM C`., FA APPEAL DATE: 06-12-2015
P 0 B N' (See reverse side under Objections)
MECHANICSBURG PA 17055-0659 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TOt
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR-RECORDS- 4- -------------------
1 7 E AF (11- 4) NOTICE �H_ij � _ii ;i
RjV:_j4---i--- ji 0 INHERITANCE E X A PRA EME , ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HIRONIMUS RAY FILE NO. :21 14-0838 ACN: 101 DATE: 04-13-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) 3,488,180.00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) CS) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,119.00
6. Jointly Owned Property (Schedule F) (6) 210,691.00
7. Transfers (Schedule G) C7) 525,423.00
8. Total Assets 4,226,413.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 34,672.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11809.00
11. Total Deductions (11) 36,481 .00
12. Net Value of Tax Return (12) 4,189,932.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 4,189,932.00
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 3,A?q.33A_nn X 045 = 172,140.00
17. Amount of Line 14 at sibling rate (17) .00, X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 364,595.00 x 15 = 54,689.00
19. Principal Tax Due (19)= 226,829.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-21-2014 CDO19949 111341.45 215,488.00
TOTAL TAX PAYMENT 226,829.45
BALANCE OF TAX DUE .45CR
INTEREST AND PEN. .00
TOTAL DUE .45CR
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.