HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 171RFoC60 R D E D OFFICE OF
R E G I S T E C W1 L L S DATE 07-27-2015
ESTATE OF BOLLEN VIOLET L
?015 AUG 3 PM 12 04 DATE OF DEATH 01-23-2014
FILE NUMBER 21 14-0116
COUNTY CUMBERLAND
STONE -DAV I D – H 101
414 ORPHAN �11 ACN APPEAL DATE: 09-25-2015
NEW C%*V_%1D'#'' -PA' 1707b-1927 (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 RETAIN LOWER PORTION FOR YOUR RECORDS 4—
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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: BOLLEN VIOLET LFILE NO. :21 14-0116 ACN: 101 —DATE: 07-27-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 683,773.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
34
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,249.00 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) 27,851.59
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 745,873.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 142,038.80
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 19,227.07
11. Total Deductions (11) 161,265.87
12. Net Value of Tax Return (12) 584,607.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Not Value of Estate Subject to Tax (14) 584,607.72
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) GR4.6n7_72 x 045 = 26,307.35
17. Amount of Line 14 at sibling rate (17) On, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 26,307.35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-22-2014 CDO19051 1,315.37 40,000.00
TOTAL TAX PAYMENT 41,315.37
BALANCE OF TAX DUE 15,008.02CR
INTEREST AND PEN. .00
TOTAL DUE 15,008.02CR
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. OV