HomeMy WebLinkAbout06-17-15 NOTICE OF INHERITANCE TAX pennsyLvania
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 28060IRr7W _D OFFICE OF
HARRISBURG PA 74 06,0D,E
(-S FH L S
L DATE 06-15-2015
ESTATE OF ARNOLD KAREN i
?o1s AN 17 R,,-5 119 1 DATE OF DEATH 04-28-2014
FILE NUMBER 21 14-0479
CLERI� OF COUNTY CUMBERLAND
PECHTO�S, itJ'S' YAXRE� ACN M 101
STENO* 19 1 APPEAL DATE: 08-14-2015
� % R I 0., P A
650 I ` -, A�!-D'T K _S T (See reverse side under Objections)
LEMOYNE PA 17043-1220 Amount Remittedi
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 +-
_Ri�___1i�_7__Ei__AFP (11-i4)-�6TIii-OF-INHiiITA�EE-TiX-A��RAliEME�i,-AEEOWi�CE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ARNOLD KAREN JFILE NO. :21 14-0479 ACN: 101 DATE: 06-15-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 190,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 107,384.17 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 CSchedule E) (5) 19,893.55
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 446,622.08
8. Total Assets (8) 763,899.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 45,251.67
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 167,429.68
11. Total Deductions (11) 212,681.35
12. Net Value of Tax Return (12) 551,218.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 551,218.45
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 .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 5151 .218-415 x 045 = 24,804.83
17. Amount of Line 14 at sibling rate (17) .0 0, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 24,804.83
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-23-2014 CDO19467 1,236.84 23,500.00
01-23-2015 CD020170 .00 67.99
TOTAL TAX PAYMENT 24,804.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.