HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX Z/ REV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF V"ILLS DATE 08-17-2015
, ESTATE OF KAUFMANSCHILLER ELAINE i
MIS AUG 26 M 3 $ATE OF DEATH
07-18-2014
FILE NUMBER 21 14-0751
OF COUNTY CUMBERLAND
WHITLEY ESQ BRIDGET Ofl PHAN S' ACN 101
SKARLATOSZONARICH LLCAPPEAL DATE: 10-16-2015
17 S 2ND ST FL 6 CUMBERLAND C;c)_ (See reverse side under Objections)
HARRISBURG PA 17101-2053 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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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: KAUFMANSCHILLER ELAINE JFILE NO. :21 14-0751 ACN: 101 DATE: 08-17-2015 .
TAX RETURN WAS: C 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) 43,996.00 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) 2,213.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) 625,471 .00
8. Total Assets (8) 671,680.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 30,813.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,816.00
11. Total Deductions (11) 33,629.00
12. Net Value of Tax Return (12) 638,051.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 638,051.00
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) 08.052-00 x 045 = 28,712.00
17. Amount of Line 14 at sibling rate (17) An x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 28,712.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-17-2014 CDO19805 1,105.26 21,000.00
04-14-2015 CD020515 .00 6,662.00
TOTAL TAX PAYMENT 28,767.26
BALANCE OF TAX DUE 55.26CR
INTEREST AND PEN. .00
TOTAL DUE 55.26CR
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.