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HomeMy WebLinkAbout06-30-15 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 REV-1547 EX AFP (11-14) PD BOX RECORDED OFFICE OF 01 HARRISBURGURG PPA 17128-0601 A RSG TF V!I LS DATE 06-22-2015 JUN OF TILLMAN ERMA M ?015 (SUN 30 919 3 51 DATE OF DEATH 10-03-2014 FILE NUMBER 21 15-0251 OUELLET ESQ JEFFREY( P CLE l' � 0 COUNTY CUMBERLAND 101 HARTMAN AND UNDERHILL (� PWH 'JC COURT ACN APPEAL DATE: 08-21-2015 221 E CHESTNUT ST CUMMERLA::D CO., FA (See reverse side under Objections) LANCASTER PA 17602-2782 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 E- ---------------------------------------------------------------------------- REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TILLMAN ERMA MFILE NO. :21 15-0251 ACN: 101 DATE: 06-22-2015 TAX RETURN WAS: C 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) .00 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 CSchedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,493.74 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 29,493.74 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 3,0 74.50 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 199.2 5 11. Total Deductions (11) 3,273.75 12. Net Value of Tax Return (12) 26,219.99 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,58 2.00 14. Net Value of Estate Subject to Tax (14) 24,637.99 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 C16) -00 x 045 = .00 17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) 24,637.99 X 15 = 3,695.70 19. Principal Tax Due (19)= 3,695.70 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-04-2015 CD020315 .00 3,695.70 TOTAL TAX PAYMENT 3,695.70 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 CCR), YOU MAY BE DUE ` \ FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.