HomeMy WebLinkAbout06-08-15 NOTICE OF INHERITANCE TAXpennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ---__ REV-1547 EX AFP (11-14)
PO BOX 28 1/1p 70 / r rr "T=-HARRISBIR0 r
DATE 06-02-2015
HIS JUN Q May 12 J7 ESTATE OF CARL HELEN A
U U � I DATE OF DEATH 03-07-2014
FILE NUMBER 21 14-0554
° COUNTY CUMBERLAND
S�(�-� CHRISTA M 101
TE21r.`.e_. ACN APPEAL DATE: 08-01-2015
U�'`S I R THOMAS C T (See reverse side under Objections)
HARRISBURG PA 17109-4843 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: CARL HELEN AFILE NO. :21 14-0554 ACN: 101 DATE: 06-02-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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) 194.90 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/Misc. Personal Property (Schedule E) (5) 3,390.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 937,538.72
S. Total Assets (8) 941 ,124.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4 7,44 9.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,837.73
11. Total Deductions (11) 60,287.21
12. Net Value of Tax Return (12) 880,837.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 880,837.36
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) RRn .R37.34 X 045 = 39,637.68
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)= 39,637.68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-05-2014 CD019260 1,981 .88 37,849.67
TOTAL TAX PAYMENT 39,831.55
BALANCE OF TAX DUE 193.87CR
INTEREST AND PEN. .00
TOTAL DUE 193.87CR
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.