HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION r� REV-1547 EX AFP (11-14)
PO BOX 280
HARRIISBURG601 PA 17128-0681E C O f`D E D OFFICE O F
RECIST'' ',)F VJiLLS DATE 08-31-2015
2-015 SEP S p� [� ESTATE OF CASSEL EDWARD D
DATE OF DEATH 02-02-2015
FILE NUMBER 21 15-0186
CLIt_ , = COUNTY CUMBERLAND
PHILLIPY O�PEjFR;EDERICICC� ACN 101
1016 JEN � Br-r\-
GRV , ,,, APPEAL DATE: 10-30-2015
ENOLA B C r`�PA i7'025-;3'5' 04 (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 THISLINE --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS �-- --------------
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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: CASSEL EDWARD DFILE NO. :21 15-0186 ACN: 101 DATE: 08-31-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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,
00 submit the upper portion
3. 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) 4,564.69
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 323,268.74
8. Total Assets (8) 327,833.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,052.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 4,052.76
12. Net Value of Tax Return C12) 323,780.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 323,780.67
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) 320,080.67 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) A.7 n n_nn X 045 = 166.50
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 166.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-23-2015 CD020564 8.32 158.17
08-24-2015 SBADJUST .00 .01
TOTAL TAX PAYMENT 166.50
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 CCR), YOU MAY BE DU `
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �(�l/