HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 2816A
HARRISBURGggPRYYO�n OFFICE OF'
REGiSTE;> 'F WILLS DATE 08-03-2015
ESTATE OF WITMAN EVELYN L
?015 AUG 3 PM 12 05 DATE OF DEATH 06-26-2014
FILE NUMBER 21 14-0643
CLEI,;i rte COUNTY CUMBERLAND
WALOWHAiN� ° DEB-RA K ACN 101
2 LST,+, APPEAL DATE: 10-02-2015
CAMPIl L � PA "17011-2900 (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: WITMAN EVELYN LFILE NO. :21 14-0643 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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) .00 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) 59,099.19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 298,691 .23
8. Total Assets (8) 357,790.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,317.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,0 52.8 5
11. Total Deductions (11) 9,370.35
12. Net Value of Tax Return (12) 348,420.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 348,420.07
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) . 0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 348.49n_ n7 X 045 = 15,678.90
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)= 15,678.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-19-2014 CDO19706 526.32 10,000.00
03-26-2015 CD020409 .00 5,152.58
TOTAL TAX PAYMENT 15,678.90
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. ��n�