HomeMy WebLinkAbout05-26-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION /n�� -- REV-1547 EX AFP (11-14)
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7o1s MY 26 12 ESTATE OF NOSS WAYNE E
` DATE OF DEATH 12-02-2012
C Li OF FILE NUMBER 21 12-1344
NOSS ORFH i ; 'TIM T COUNTY CUMBERLAND
ACN 101
182M 'HER ,`RD_' `,`, APPEAL DATE: 07-24-2015
MECHANICSBURG PA 17055 (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 -1 RETAIN LOWER PORTION FOR YOUR RECORDS 4
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NOSS WAYNE EFILE NO. :21 12-1344 ACN: 101 DATE: 05-25-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 170,808.80 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 598,978. 10 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,6 54.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 56,897.65
8. Total Assets (8) 842,339.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 36,28 5.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,182. 18
11. Total Deductions (11) 43,467.86
12. Net Value of Tax Return C12) 798,871 . 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 798,871 . 19
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) 79ft-R71 - 7 9 X 045 = 35,949.20
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)= 35,949.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-31-2013 CDO18597 .00 27,500.00
01-12-2015 CD020120 .00 6,189.38
01-12-2015 CD020121 .00 2,259.82
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-13-2015 TOTAL TAX PAYMENT 35,949.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. 614.94
TOTAL DUE 614.94
* 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.