HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX ..06.1 "vITCORDED C FFIC E OF
HARRISBURG PA 17128-0601
R E G 1 S T! W1 L L S
DATE 05-04-2015
?0!5 FIRY 14 PF1 12 21 ESTATE OF WAULTERS DARLIS D
DATE OF DEATH 03-17-2014
C L E, FILE NUMBER 21 14-0337
COUNTY CUMBERLAND
HAL BR U N E R Wi�-Qr 1,,'*'-A'R'K"v t ACN 101
2109 APPEAL DATE: 07-03-2015
CAMP HILL PA 17011-4723 (See reverse side under Objections)
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAULTERS DARLIS DFILE NO. :21 14-0337 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) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) (5) 32,770.70
6. Jointly Owned Property (Schedule F) (6) 22,823.83
7. Transfers (Schedule G) (7) 697,413. 15
B. Total Assets (8) 753,007.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,746.84
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11, Total Deductions (11) 6,746.84
12. Net Value of Tax Return (12) 746,260.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 12,00 0.00
14. Net Value of Estate Subject to Tax (14) 734,260.84
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) 14,023.86 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 77n.236-99 X 045 = 32,410.66
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)= 32,410.66
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-13-2014 CDO19301 1,620.53 30,800.00
TOTAL TAX PAYMENT 32,420.53
BALANCE OF TAX DUE 9.87CR
INTEREST AND PEN. .00
TOTAL DUE 9.87CR
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.