HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAXREV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED OFFiCE OF
HARRISBURG PA 17128-0601
R C1 I S T
E LE F Vt'I L LS
DATE 05-04-2015
?ojS FIRY 14 PM 12 21 ESTATE OF WIGHT YURIKO
DATE OF DEATH 03-28-2014
C L F f" FILE NUMBER 21 14-0323
COUNTY CUMBERLAND
STONE EsQORPH; ACN H 101
414 APPEAL DATE: 07-03-2015
NEW CUMBERLAND PA 17070-1927 (See reverse side under Objections)
Amount Remitted 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 4-
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REV-1547 EX AFP C11-14� NOTICE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WIGHT YURIKO FILE NO. :21 14-0323 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) ti) 97,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 13,036.03 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) 182,069.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 292,605.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48,293.65
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,700.18
11. Total Deductions (11) 53,993.83
12. Net Value of Tax Return (12) 238,611.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 228,611 .64
14. Net Value of Estate Subject to Tax (14) 10,000.00
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 (is) .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) 0 x 12 = .00
18, Amount of Line 14 taxable at collateral rate (18) 10,000.00 X 15 = 11500.00
19. Principal Tax Due (19)= 11500.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-19-2014 CDO19324 75.00 1,425.00
TOTAL TAX PAYMENT 11500.00
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.