HomeMy WebLinkAbout07-13-15 RECORDED OFFICE OETICE OF INHERITANCE TAX pennsylvania
lRcCx�s�TF O�;P � MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUA by UCTIONS AND ASSESSMENT OF TAX {' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0'M JUL 13 PM 12 09
DATE 07-13-2015
O EE FK C' ESTATE OF WALKER DUANE C
ORPHANS CO' '',; DATE OF DEATH 06-16-2014
CUMBERLAND r A ! r� FILE NUMBER 21 14-1043
COUNTY CUMBERLAND
WALKER CARMEN L
101
4534 WOODS WAY ACN APPEAL DATE: 09-11-2015
MECHANICSBURG PA 17055-4929 (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 1� 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: WALKER DUANE CFILE NO. :21 14-1043 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: ( 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) 42,103.00 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) 19,500.00
6. Jointly Owned Property (Schedule F) (6) 203,465.55
7. Transfers (Schedule G) (7) 268,010.00
8. Total Assets (8) 533,078.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,9 26.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 79,854. 00
11. Total Deductions (11) 91,780.50
12. Net Value of Tax Return (12) 441,298.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 441,298.05
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) 441,298.05 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) -(In X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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 (CR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.