HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENTP ALLOWANCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION
PO BOX 280601
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REGIST i t rl':' WILLS DATE 05-04-2015
ESTATE OF WARD RICHARD B
?01S F!�� 19 pn 12 20 DATE OF DEATH 12-05-2012
FILE NUMBER 21 13-0140
COUNTY CUMBERLAND
LINDA 1 101
T ACN
0 1�11fl�12 0-2 '; -' APPEAL DATE: 07-03-2015
CU30'6'1lihGLESTOWN- RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 Amount Remittedi
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WARD RICHARD BFILE N0. :21 13-0140 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 a
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 218,800.00
8. Total Assets (8) 218,800.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,872.70
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 10 0
11. Total Deductions (11) 12,872.70
12. Net Value of Tax Return (12) 205,927.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 192,591.04
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) 20i;.927-30 x 045 = 9,266.73
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 9,266.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-01-2014 CDO19978 .00 9,266.73
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-02-2014 TOTAL TAX PAYMENT 9,266.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. 343.46
TOTAL DUE 343.46
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.