HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX 11Y XPennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
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?Bi[ i 'RY 14 P1 ! 12 18 ESTATE OF MAXWELL WILMER B
DATE OF DEATH 04-05-2014
CLC'-"'ti 0{F. FILE NUMBER 21 14-0431
.,.... COUNTY CUMBERLAND
FLOWd�PH/`t�+ a (THOMAS E ACN 101
10 HP,P i'ST,' ` APPEAL DATE: 07-10-2015
CARLISLE PA 17013-2922 (See reverse side under Objections)
Amount Remitted
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 --------------
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REV 1547 EX AFP (11-14 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MAXWELL WILMER BFILE NO. :21 14-0431 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 155,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 27,48 9.25 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) 91,565.07
6. Jointly Owned Property (Schedule F) C6) 00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 274,054.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 27,45 3. 11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,1 3.82
11. Total Deductions (11) 37,616.93
12. Net Value of Tax Return (12) 236,437.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 236,437.39
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) 254,437- 59 X 045 = 10,639.68
17. Amount of Line 14 at sibling rate C17) nn X 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = 00
19. Principal Tax Due (19)= 10,639.68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-30-2014 CDO19360 531.98 10,300.00
TOTAL TAX PAYMENT 10,831 .98
BALANCE OF TAX DUE 192.30CR
INTEREST AND PEN. .00
TOTAL DUE 192.30CR
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. \