HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX , pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION - �"
PO BOX 280601 RECORDED OFFICE� OF
HARRISBURG PA 17128-0601
n REGISTER OF WILLS DATE 08-17-2015
7fl�§ RUG 26 p! ! F MILE
07 DATE TOFODEATH 07-01-2014 RAY K
FILE NUMBER 21 14-0638
CLERK OF COUNTY CUMBERLAND
NAYLOR ESQ TRICIA OM HAN J' ACN 101
19 W SOUTH STC MBEAPPEAL DATE: 10-16-2015
CARLISLE PA 17013-3 ' �;5' 4 � �^�ia (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 C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER RAY KFILE NO. :21 14-0638 ACN: 101 , DATE: 08-17-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 162,974.56
6. Jointly Owned Property (Schedule F) C6) 35,936.00
7. Transfers (Schedule G) (7) 875,565. 15
S. Total Assets (8) 1 ,074,475.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,599.35
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,627.44
11. Total Deductions (11) 20,226.79
12. Net Value of Tax Return (12) 1,054,248.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,054,248.92
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) 1 •nr,4.74R.97 X 045 = 47,441 .20
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 47,441 .20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-01-2014 CDO19739 2,372.06 49,400.00
TOTAL TAX PAYMENT 51 ,772.06
BALANCE OF TAX DUE 4,330.86CR
INTEREST AND PEN. .00
TOTAL DUE 4,330.86CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE t \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.