HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 REGIS'TER OF WILLS DATE 08-17-2015
?0151RUG 26 FM 3 08ESTTEATE ON
DEATH F WILSODONALD D
DAOF 07,08-2014
CLFILE NUMBER 21 14-0652
COUNTY CUMBERLAND
STONE ESQ DAVID 09 P H A Ns'
ACN 101
414 BRIDGE ST C U M B E R L A APPEAL DATE:
10-16-2015
NEW CUMBERLAND PA 17070-1927 (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 4- ----------------
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILSON DONALD DFILE NO. :21 14-0652 ACN: 101 DATE: 08-17-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 512,521.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,619.94 credit to your account,
00 submit the upper portion
S. 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) 20,543.52
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 215,935. 17
8. Total Assets (8) 750,619.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 54,882.93
10. Debts/Mortgage Liabilities/Liens (Schedule 1) CIO) 36,69 3.06
11. Total Deductions (11) 91,575.99
12. Net Value of Tax Return (12) 659,043.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 659,043.64
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 6�9.n43.64 x 045 = 29,656.96
17. Amount of Line 14 at sibling rate (17) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 29,656.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-02-2014 CDO19752 1,368.42 26,000.00
04-07-2015 CD020473 .00 2,288.54
TOTAL TAX PAYMENT 29,656.96
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.