HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX ": �f'` pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES' OF DEDUCTIONS AND ASSESSMENT OF TAX
N E T REV-1547 EX AFP (11-14)
PO B INHE C X�D-IVISION n /�
HARRI ,IGPA 17128-06 h1r IC E v F
GISTL'I, C•F WILLS
DATE 05-11-2015
HIS MY lei PM 12 19 ESTATE OF SULLIVAN ERIC D
DATE OF DEATH 07-23-2014
CSC '`; C r, FILE NUMBER 21 14-0777
COUNTY CUMBERLAND
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� C '. j EDMUND G
ACN 101
CUMM3CE17MARKET ST APPEAL DATE: 07-10-2015
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-1662 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: SULLIVAN ERIC DFILE NO. :21 14-0777 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 69,153.38 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.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 14 5,8 20.12
6. Jointly Owned Property (Schedule F) (6) 1,932.74
7. Transfers (Schedule G) (7) 175,699. 13
S. Total Assets (8) 392,605.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 17,4 26. 13
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,108.61
11. Total Deductions (11) 20,534.74
12. Net Value of Tax Return (12) 372,070.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 372,070.63
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) - D(I x 045 = .00
17. Amount of Line 14 at sibling rate (17) 175,699. 13 x 12 = 21 ,083.90
18. Amount of Line 14 taxable at collateral rate (18) 196,371.50 x 15 = 29,455.73
19. Principal Tax Due (19)= 50,539.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-22-2014 CDO19826 2,368.42 45,000.00
12-18-2014 CD020047 .00 3,171.21
04-21-2015 CD020558 .00 887.25
TOTAL TAX PAYMENT 51 ,426.88
BALANCE OF TAX DUE 887.25CR
INTEREST AND PEN. .00
TOTAL DUE 887.25CR
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.