HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL raxEs
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
_. REV-1547 EX AFP (11-14)
PD BOX RECORDED OFFICE OF
HARRISBURGURG PPA 17128-0601
A
REGISTER OF WILLS DATE 08-03-2015
?015 AUG 3 ESTATE OF WEARY JOHN D
M 1 2 0 5 DATE OF DEATH 12-31-2014
FILE NUMBER 21 15-0051
CLER:, O;- COUNTY CUMBERLAND
BOGAR pRp�raraEs �-D
�- ACN 101
1 W MAIN T(J�rj i _ APPEAL DATE: 10-02-2015
I A
SHIREMANSTOWNRERPA 17011--6327 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEARY JOHN DFILE NO. :21 15-0051 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 CSchedule A) (1) 212,490.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 209,553.54 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) 14 2,60 9.21
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 85,640.30
8. Total Assets (8) 650 ,293.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,5 74.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 30,574.42
12. Net Value of Tax Return (12) 619,718.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 619,718.63
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -fln x 045 = .00
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 619,718.63 X 15 = 92,957.79
19. Principal Tax Due (19)= 92,957.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-25-2015 CD020402 4,647.89 88,309.90
TOTAL TAX PAYMENT 92,957.79
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 DU,Z(�`
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 1� \�/)