HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX IpennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTF REVENUE
INHERITANCE TAX DIVISION � REV-1547
EXX AFP (11-14)
PD BOX 28 CQR�FP OFFICE OF
HARRISBUR 1 12 -0 1
REGISTER OF MILLS
DATE 06-29-2015
?0'!LJULdCC DM 3 12, ESTATE OF BRADNEY GEORGE H
1J U t DATE OF DEATH 07-12-2014
CLERK SOF FILE NUMBER 21 14-0664
BROMMYANS' COU AT1ES • C COUNTY CUMBERLAND
ACN 101
t Q!�MIEfi(TRC;ST 11A APPEAL DATE: 08-28-2015
AURORA CO 80012-5355 (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 4
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRADNEY GEORGE HFILE NO. :21 14-0664 ACN: 101 DATE: 06-29-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 57,517.00 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 843,532.26
8. Total Assets (8) 901 ,049.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13,48 0.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,16 9.79
11. Total Deductions (11) 20,650.63
12. Net Value of Tax Return C12) 880,398.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 880,398.70
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) 88n .398_7n X 045 = 39,617.94
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 39,617.94
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-29-2014 CDO19744 1,980.90 38,500.00
TOTAL TAX PAYMENT 40,480.90
BALANCE OF TAX DUE 862.96CR
INTEREST AND PEN. .00
TOTAL DUE 862.96CR
* 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. ��y�