HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX rr7-- pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
A OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVIREV-1547 EX AFP (11-14)
PO BOX 280601 MORDED OFFICE OF
HARRISBURG PA 17111-0ft G,STER CF WILLS-
DATE 05-04-2015
?015 FIRY 14 Pn 12 20 ESTATE OF OILER V P
DATE OF DEATH 11-06-2013
(LEI, � OF FILE NUMBER 21 13-1279
COUNTY CUMBERLAND
HUGHES E4RPHA,-'AM9e',")TD ACN 101
354 ALE0QAP4,1"7SPRI'NG RD -.1 APPEAL DATE: 07-03-2015
CARLISLE PA 17015-7451 (See reverse side under Objections)
Amount Remitted I I
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- -- -------------------
R6:1547-Ei-AFP-ill-i4)-�OTIE--OF-INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OILER V PFILE NO. :21 13-1279 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 136,3 82.00 NOTE; To ensure proper
2. Stocks and Bonds (Schedule B) (2) 368,767.48 credit to your account,
.00 submit the upper portion
S. 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) 353,356.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 178,353.28
8. Total Assets (8) 1 ,036,852,73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 38,854.26
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 828,04
11. Total Deductions (11) 39,682.30
12. Net Value of Tax Return (12) 997,177.43
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate SubJect to Tax (14) 997,177.43
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) 997,177-43 x 045 = 44,872.98
17. Amount of Line 14 at sibling rate (17) -On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 44,872.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-30-2014 CDO18715 2,105.26 40,000.00
08-05-2014 CDC19510 .00 2,500.00
12-16-2014 CD020034 2.74- 270.46
04-27-2015 SBADJUST .00 .16
TOTAL TAX PAYMENT 44,872.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.