HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX i pennsylvania
• APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INR BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
POHBOXTANCE 280601A ET E D OFFICE OF REV-15A7 EX AFP (11-14)
HARRISBURG PA 1iR�87'OT ER OF WILLS
RR CC�(7�fJJ tl V DATE 07-13-2015
gals JUL 13 PM 12 09 ESTATE OF BULOTA ELIZABETH
DATE OF DEATH 07-03-2014
CL ;\ FILE NUMBER 21 14-0902
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S' C COUNTY CUMBERLAND
.RT V ACN 101
123CWRffb §X,'JD APPEAL DATE: 09-11-2015
ALLENTOWN PA 18102-4123 (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 C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BULOTA ELIZABETH FILE NO. :21 14-0902 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 229,756.83 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 (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 358,181 .68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 425,622.02
8. Total Assets (8) 1 ,013,560.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 35,2 8.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,0 02.36
11. Total Deductions C11) 37,220.52
12. Net Value of Tax Return (12) 976,339.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 976,339.98
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) 976•;39-98 x 045 = 43,935.30
17. Amount of Line 14 at sibling rate (17) O X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 43,935.30
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-24-2015 CD020291 .00 43,935.30
TOTAL TAX PAYMENT 43,935.30
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. \�`