HomeMy WebLinkAbout06-17-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU I OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
TAS,
DIV OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TREV-1547 EX AFP (11-14)
PO BOX PED O
E CTFTt i F- OF
HARRISBURG PA 1p?,8;060k
DATE 06-15-2015
ESTATE OF CHRISTIANSON ROBERT A
?D15 JUN 17 Fi 1 1 DATE OF DEATH 04-29-2014
C L E 0 F FILE NUMBER 21 14-0533
COUNTY CUMBERLAND
WALLEHPHAf.""' (bt1#k-A K ACN 101
24 ft&�L I L'
,, NP. 7ST1. P^ j a APPEAL DATE: 08-14-2015
CAMP HILL PA 17011-2900 (See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CHRISTIANSON ROBERT AFILE NO. :21 14-0533 ACN: 101 DATE: 06-15-2015
TAX RETURN WAS: ( 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) .00 credit to your account,
00 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,160.36
6. Jointly Owned Property (Schedule F) (11 292,784.53
7. Transfers (Schedule G) (7) 602,376.40
8. Total Assets (8) 902,321-22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,195.8 7
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) 5,195.87
12. Net Value of Tax Return (12) 897,125.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 897,125.42
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) 897,125.42 x 00 = .00
16. Amount of Line 14 taxable at lineal rate C16 .00 x 045 = .00
17. Amount of Line 14 at sibling rate (17) .0 0, x 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
TOTAL TAX PAYMENT .00
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�0\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.