HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 n
HARRISBURG PA 17128-0601 R F C O R D C 1,(-D r F i v F f1 F
REGIST .". ;''1LLVJDATE 06-22-2015
ESTATE OF CARROLL GLORIA M
JUN UN 30 PA 3 510 DATE OF DEATH 06-26-2014
FILE NUMBER 21 14-0696
C'Fit;' OF COUNTY CUMBERLAND
WINEKA ESQ I ACN 101
1719 N FRONT STI' f A,,S COURT APPEAL DATE: 08-21-2015
HARRISBURG CUMPkF1:7402-23.0.5 PA (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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CARROLL GLORIA MFILE NO. :21 14-0696 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) 225,107.26 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) 12,23 9.64
6. Jointly Owned Property (Schedule F) (6) 84,747.24
7. Transfers (Schedule G) (7) 50,159.42
8. Total Assets (8) 372,253.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31 ,4 38.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18,555.25
11. Total Deductions (11) 49,993.93
12. Net Value of Tax Return (12) 322,259.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 20,000.00
14. Net Value of Estate Subject to Tax (14) 302,259.63
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) -00 x 045 = .00
17. Amount of Line 14 at sibling rate (17) 30 .000.00 X 12 = 3,600.00
18. Amount of Line 14 taxable at collateral rate (18) 272,259.63 X 15 = 40,838.94
19. Principal Tax Due (19)= 44,438.94
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-25-2014 CDO19721 2,221 .95 45,000.00
TOTAL TAX PAYMENT 47,221.95
BALANCE OF TAX DUE 2,783.01CR
INTEREST AND PEN. .00
TOTAL DUE 2,783.01CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE `
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \�(\\