HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX `"
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX IV REV-1547 EX AFP (11-14)
PO box 280601 EWqPRDED OFFICE OF-
HARRISBURG PA 171 -0
REGISTER OF WILLS
DATE 07-20-2015
?015 JUL 27 PM 2 10 ESTATE OF CULTON LAVERNE i
DATE OF DEATH 06-29-2014
CLERK OF FILE NUMBER 21 14-0673
COUNTY CUMBERLAND
KERWIN OR PHAN STEXPERC[E i - ACN 101
424502e9
HWEMIT'�i ').' ptA APPEAL DATE: 09-18-2015
ELIZABETHVILLE PA 17023-8433 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP C11-14� NOTICE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CULTON LAVERNE JFILE NO. :21 14-0673 ACN; 101 DATE: 07-20-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 156,539.75 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 54,980.62 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 submit the upper portion
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) 317,055.37
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 113,297.42
8. Total Assets (8) 641 ,873.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 74,Q46.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 74,046.08
12. Net Value of Tax Return (12) 567,827.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 567,827.08
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) An , x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 567,827.08 x 15 = 85,174.06
19. Principal Tax Due (19)= 85,174.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-09-2014 CDO19650 1,381.58 26,250.00
03-02-2015 CD020294 .00 57,542.48
TOTAL TAX PAYMENT 85,174.06
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.