HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX rpennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0""61101(0 U V
REGIS I i Y!jLLS
DATE 05-11-2015
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7015 IL� PM 12 20 ESTATE OF GUILLIAMS JOHN W
?ois DATE OF DEATH 04-15-2014
CLE ; Cr FILE NUMBER 21 14-0463
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LMP'bSQ i - KRISTEN ACN 101
CFJE APPEAL DATE: 07-10-2015
409 N 2ND ST (See reverse side under Objections)
HARRISBURG PA 17101 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 4- -- ---------------
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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: GUILLIAMS JOHN WFILE NO. :21 14-0463 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 127,314.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,36 3.16
6. Jointly Owned Property (Schedule F) C63 .00
7. Transfers (Schedule G) (7) 108,498.24
8. Total Assets (8) 238,175.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) L93 10, 14 2.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 46,879.59
11. Total Deductions (11) 57,022. 13
12. Net Value of Tax Return (12) 181,153.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 181,153.27
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) -00 x 045 = .00
17. Amount of Line 14 at sibling rate (17) 108,498.24 X 12 = 13,019.79
18. Amount of Line 14 taxable at collateral rate (18) 129,677. 16 X 15 = 19,451.57
19. Principal Tax Due (19)= 32,471 .36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-29-2014 CD020083 .00 8,005.59
12-29-2014 CD020084 .00 24,411 .30
INTEREST IS CHARGED THROUGH 05-26-2015 TOTAL TAX PAYMENT 32,416.89
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 54.47
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .59
TOTAL DUE 55.06
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE ^\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EX(01-10)� .�
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
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BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN15004915
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
John W. Guilliams 2114-0463
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. I EXPLANATION OF CHANGES
Changes were made as per your request.
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