HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX � , pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIONRL�CDfD UCTIONS AND ASSESSMENT OF TAX - --= REV-1547 EX AFP (11-14)
PO BOX 280601 C E D OFFICE Q F
HARRISBURG PA 17128-0601 R EG I SD TE R n -� 'i
ff 'I IILLS
DATE 08-17-2015
?015 8UG 26 FM 3 08 ESTATE
ODEATH HEL2015LEREVELYN I
T
CL E16" tet(_ FILE NUMBER 21 15-0071
WALTERS III MURREL
ORPN,';t4 COUNTY CUMBERLAND
;, �u,; f
ACN 101
54 E MAIN ST CUMBERLAND f t APPEAL DATE: 10-16-2015
A
MECHANICSBURG PA 17055-3851 (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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HELLER EVELYN IFILE NO. :21 15-0071 ACN:. 1.01 DATE: 08-17-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 157,311 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 53,390.56 credit to your account,
S. 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 (Schedule E) (5) 206,876.49
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 107,985. 12
8. Total Assets (8) 525,563. 17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,14 0.65
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,789.80
11. Total Deductions (11) 33,930.45
12. Net Value of Tax Return (12) 491,632.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C1s) .00
14. Net Value of Estate Subject to Tax C14) 491,632.72
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) 491 ,632-72 X 045 = 22,123.47
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)= 22,123.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-02-2015 CD020445 1,105.26 21,000.00
PAYMENT MUST BE MADE BY 10-11-2015*. TOTAL TAX PAYMENT 22,105.26
BALANCE OF TAX DUE 18.21
INTEREST AND PEN. .00
TOTAL DUE 18.21
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.