HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX Xpennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION` OF DEDUCTIONS AND ASSESSMENT OF TAX Q-9-7 REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-060
RECORDED OFFICE OF
REGISTER or- WILLS DATE 06-29-2015
1 ESTATE OF CHRISTIE INGRID W
p
?Q15 JUL 6 ;D 3 12 DATE OF DEATH 02-01-2014
fly FILE NUMBER 21 14-0129
PECCLft96 OF WAYNE M COUNTY CUMBERLAND
ACN 101
6yp4A iS, COURT APPEAL DATE: 08-28-2015
C Pf N E 2 T�H� S T i i i (See reverse side under Objections)
PA 17043-1220 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 F�
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CHRISTIE INGRID WFILE NO. :21 14-0129 ACN: 101 DATE: 06-29-2015
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,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 484,322.23
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7)
875,131.35
8. Total Assets (8) 1 ,359,453.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,026. 13
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,947.00
11. Total Deductions C11) 39,973. 13
12. Net Value of Tax Return C12) 1,319,480.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,319,480.45
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 .319.4gn-4g; X 045 = 59,376.62
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 59,376.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-28-2014 CDO19069 2,631 .58 50,000.00
02-19-2015 CD020259 35.98- 6,781 .02
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-20-2015 TOTAL TAX PAYMENT 59,376.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. 24.86
TOTAL DUE 24.86
* 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.