HomeMy WebLinkAbout05-26-15 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE � PennSylvarna
BUREAU OF INDIVIDUAL TAXES OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT
REV-1547 IX AFP (11-14)
PD BOX 280601 RECO ." _ ) �w �r r
HARRISBURG PA 1712_8-0601
DATE 05-25-2015
� �C f `il p� ESTATE OF HARBILAS TIMOTHY C
Jf ' 1 12 0 DATE OF DEATH 12-30-2009
_ FILE NUMBER 21 10-0021
COUNTY CUMBERLAND
HARBI0ARJ;,"_*, JDHN' C ACN 101
33 GNeR-L`H -SEC'DND ST APPEAL DATE: 07-24-2015
HARRISBURG PA 17101 (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 C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARBILAS TIMOTHY CFILE NO. :21 10-0021 ACN: 101 DATE: 05-25-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
203,457.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 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) .0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 203,457.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,359.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,366.00
11. Total Deductions (11) 17,725.00
12. Net Value of Tax Return (12) 185,732.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 185,732.00
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 C15) 107,866.00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 77.866.00 x 045 = 3,503.97
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,503.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-15-2015 CD020131 459.55- 4,952.74
TOTAL TAX PAYMENT 4,493.19
BALANCE OF TAX DUE 989.22CR
INTEREST AND PEN. .00
TOTAL DUE 989.22CR
* 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. �`'