HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX Qsj pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTFREVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX
HARRIISBURG601 PA 17126-0601 RECORDED OFFICE O F
REGIST-P O WILLS DATE 08-24-2015
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ESTATE OF SULLIVAN ERIC D
?015 AUG 26 PM n 3 `'2DATE OF DEATH 07-23-2014
FILE NUMBER 21 14-0777
C LEi OF COUNTY CUMBERLAND
MYERS EDMUND O' 2PHAN.rv' ACN 101
301 MARKET STREET �,,r, APPEAL DATE: 10-23-2015
PO BOX 109 C U M B E R L,,..t (See reverse side under Objections)
LEMOYNE PA 17043-0109 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 F-
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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: SULLIVAN ERIC DFILE NO. :21 14-0777 ACN: 101 DATE: 08-24-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •0 0 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) 5,93 0.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 5,930.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 15.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 15.00
12. Net Value of Tax Return (12) 5,915.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 377,985.63
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - fly x 045 = . 00
17. Amount of Line 14 at sibling rate (17) 175.699. 13 x 12 = 21,083.90
18. Amount of Line 14 taxable at collateral rate (18) 202,286.50 X 15 = 30,342.98
19. Principal Tax Due C19)= 51,426.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-22-2014 CDO19826 2,368.42 45,000.00
12-18-2014 CD020047 .00 3,171.21
04-21-2015 CD020558 .00 887.25
TOTAL TAX PAYMENT 51,426.88
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(o
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.