HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-154 A
7 EX AFP (11-14)
PO BOX 280601 RECORDED
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HARRISBURG PA 17128-0601 (l C U OFFICE
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REGISTr;,� OF I DTE 08-17-2015
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ESTATE OF VARNER DONALD M
tJ UG 26 PM 3 E OF DEATH 07-19-2014
E NUMBER 21 14-0746
CLQ; nF COUNTY CUMBERLAND
WEIGLE ESQ JERRY A
QRPHANs' Jai ..rACN 101
126 E KING ST ((����'' RR� APPEAL DATE: 10-16-2015
SHIPPENSBURG PA 17257= 326RL:�!?;C (See reverse side under Objections)
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Amount Remitted 1
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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VARNER DONALD MFILE NO. :21 14-0746 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) (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 (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 35,54 3.03
6. Jointly Owned Property CSchedule F) C6) .00
7. Transfers (Schedule G) (7) 345,880.04
S. Total Assets (8) 381 ,423.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9)_ 29,25 0.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 783.02
11. Total Deductions (11) 30,033.77
12. Net Value of Tax Return (12) 351 ,389.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 351,389.30
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 (16) 551 •;R9-in x 045 = 15,812.52
17. Amount of Line 14 at sibling rate (17) OL X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = 00
19. Principal Tax Due (19)= 15,812.52
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-16-2014 CDO19802 789.47 15,000.00
04-10-2015 CD020501 .00 23.05
TOTAL TAX PAYMENT 15,812.52
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.