HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX 3 . _': pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ____
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HARRISBURG 1
REGISTER OF WILLS DATE 07-20-2015
4 ESTATE OF THORNE WILLIAM D
?015 AL 27 PM
I 2 12 DATE OF DEATH 09-12-2014
FILE NUMBER 21 15-0044
CLE,i CF COUNTY CUMBERLAND
ALL($��IiI�ME�.�gS RRK W ACN 101
4e8 N fff lN,GIPD., APPEAL DATE: 09-18-2015
SHERMA S DXL� " '`PA'�17090-8313 (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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THORNE WILLIAM DFILE NO. :21 15-0044 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 CSchedule A) (1) 35,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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 CSchedule E) C5) 6,767.0 2
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
B. Total Assets (8) _ 41 ,767.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,984.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 228.89
11. Total Deductions (11) 8,213.01
12. Net Value of Tax Return (12) 33,554.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 33,554.01
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) -fly x 045 = .00
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 33,554.01 x 15 = 5,033.10
19. Principal Tax Due (19)= 5,033. 10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-10-2015 CD020319 .00 5,033. 10
TOTAL TAX PAYMENT 5,033. 10
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.