HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX1
Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 19-OF DEDUCTIONS AND ASSESSMENT OF TAXREV-1547 EX AFP (11-14)
"
PD BOX RECORDED OFFICE OF
HARRISBURGURG PPA 17126-0601
A
REC;ISTE;; OF `'!ILLS DATE 08-17-2015
n1 ESTATE OF CHASE EUPHEMIA B
?Ui5 AUG 26 P�11 3 09 DATE OF DEATH 01-19-2015
FILE NUMBER 21 15-0132
CLEr`,'-1 OF COUNTY CUMBERLAND
SHEKLETSKI ESQ GERALD ORpHAt1T;' ACN 101
414 BRIDGE ST C U M B E R L t ,1', APPEAL DATE: 10-16-2015
PO BOX E (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0180 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: CHASE EUPHEMIA BFILE NO. :21 15-0132 ACN: 101 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) 138,798.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 609,293. 14
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 748,091 . 14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 25,836.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 57.4 9
11. Total Deductions (11) 25,894.33
12. Net Value of Tax Return C12) 722,196.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 722,196.81
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) 772-1 96_R1 X 045 = 32,498.86
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)= 32,498.86
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-02-2015 CD020449 1,578.95 30,000.00
04-15-2015 CD020534 45.99 919.91
TOTAL TAX PAYMENT 32,544.85
BALANCE OF TAX DUE 45.99CR
INTEREST AND PEN. .00
TOTAL DUE 45.99CR \
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.