HomeMy WebLinkAbout04-29-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (11-14)
PO BOX 280601 f EC9RDFD OFFICE OF
HARRISBURG PA 171.8-06 1 _
REG!a :_E_R Cf F WILLS
DATE 04-27-2015
HIS APR 29 PFI 15 12 ESTATE OF WALKER ANN N
1 J DATE OF DEATH 07-27-2014
CLEtt ; CF FILE NUMBER 21 14-0741
AI` COUNTY CUMBERLAND
FLOWER CRPiE fiM�11�1 } E ACN 101
10 W CII �iFhlSfii 11� APPEAL DATE: 06-26-2015
CARLISLE PA 17013-2922 (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 _ R_ETA_IN LOWER PORTION_ FOR-YOUR RECORDS 4 _REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALKER ANN NFILE NO. :21 14-0741 ACN: 101 DATE: 04-27-2015
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) .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) (5) 15 7,103.21
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 2,889,452.58
8. Total Assets (8) 3,046,555.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 96,034.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,630.54
11. Total Deductions (11) 97,664.63
12. Net Value of Tax Return (12) 2,948,891.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 2,948,891 . 16
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) nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 2,948,891 . 16 X 15 = 442,333.67
19. Principal Tax Due (19)= 442,333.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-24-2014 CDO19830 21,315.79 405,000.00
03-18-2015 CD020367 .00 16,018.52
TOTAL TAX PAYMENT 442,334.31
BALANCE OF TAX DUE .64CR
INTEREST AND PEN. .00
TOTAL DUE .64CR
* 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.