HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
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n DATE 05-04-2015
?01S MY 1`i Pt�t! 12 2 ESTATE OF WOODWORTH ROBERT J
_ DATE OF DEATH 06-08-2013
CLEF.% OF FILE NUMBER 21 13-0660
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0RHCOUNTY CUMBERLAND
I.VO V ACN 101
�`-E` HIGH ST 41APPEAL DATE: 07-03-2015
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 ALON_6 THIS _LINE ---- -I RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS -- _ _______________
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WOODWORTH ROBERT JFILE NO. :21 13-0660 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 330,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 62,986.52 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 540,188.67 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21 ,815.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 954,990.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 71 ,54 5.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 84 0,4 37.07
11. Total Deductions C11) 911,983.01
12. Net Value of Tax Return (12) 43,007.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 43,007.20
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) -if) x 045 = .00
17. Amount of Line 14 at sibling rate (17) 43.007.90 X 12 = 5,160.86
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,160.86
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT Ct) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-22-2013 CDO18054 258.04 15,000.00
TOTAL TAX PAYMENT 15,258.04
BALANCE OF TAX DUE 10,097. 18CR
INTEREST AND PEN. .00
TOTAL DUE 10,097.18CR
* 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.