HomeMy WebLinkAbout05-20-15 NOTICE OF INHERITANCE TAX . .. X pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 11V DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFF (11-14)
PO BOX 280601 -5 CMICE OF
HARRISBURG PA 17PXF-Uirk�rL
G OF WILLS
E DATE 05-18-2015
Cu ESTATE OF NOLL MARY E
20 AM 10 '--B DATE OF DEATH 12-26-2012
FILE NUMBER 21 13-0327
C LE COUNTY CUMBERLAND
MILLER oRpji,%�,' 'DOfU`GUAS_ G ACN 101
IRWIN CK-RIGHT--P C. APPEAL DATE: 07-17-2015
60 W ST (See reverse side under Objections)
CARLISLE PA 17013-3243 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NOLL MARY EFILE N0. :21 13-0327 ACN: 101 DATE: 05-18-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 652,800.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,075,730.10 credit to your account,
892
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,53137 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) (S) 175,791 .72
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 30,981 .73
8. Total Assets (8) 2,827,834.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 153,818.06
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 31,574.23
11. Total Deductions (11) 185,392.29
12. Net Value of Tax Return (12) 2,642,442.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 10,000.00
14. Net Value of Estate Subject to Tax (14) 2,632,442.63
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) 2 A-32,44?-63 X 045 = 118,459.92
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)= 118,459.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-18-2014 CDO18771 .00 80,000.00
12-23-2014 CD020064 .00 38,459.92
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-24-2014 TOTAL TAX PAYMENT 118,459.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. 2,379.83
TOTAL DUE 2,379.83
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.