HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX pennsyLvania
`APPRAISEMgNT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVI T S OF DEDU0_-1ONS AND ASSESSMENT OF TAX I-
INHERITANCE TAX DIV-1]V9CFAE6 REV-1547 EX AFP (11-14)
PO BOX 280601 ED OFFICE Op
HARRISBURG PA 17128-OREGIS
TER OF WILLS
DATE 07-06-2015
?015 JUL 6 Pn 3 ESTATE OF YOCUM DANA S
DATE OF DEATH 05-17-2014
CLERi� OF FILE NUMBER 21 14-0602
ORPHAW,' COUNTY CUMBERLAND
WEIGLEC SrL DERRY
E RY ACN 101
126 E K1V;qL' ?1aR APPEAL DATE: 09-04-2015
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
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 4—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOCUM DANA SFILE NO. :21 14-0602 ACN: 101 DATE: 07-06-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 122,716.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00submit 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 210,608.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 6,377.89
8. Total Assets (8) 339,702.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 32,926,15
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,748.75
11. Total Deductions (11) 36,674.90
12. Net Value of Tax Return (12) 303,027.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 303,027.75
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) 3ni.n27-71i x 045 = 13,636.25
17. Amount of Line 14 at sibling rate C17) OO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 13,636.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-12-2014 CDO19550 681.81 15,855.44
TOTAL TAX PAYMENT 16,537.25
BALANCE OF TAX DUE 2,901. 00CR
INTEREST AND PEN. .00
TOTAL DUE 2,901 .000R
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.