HomeMy WebLinkAbout09-14-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT AF REVENUE
INHERITANCE TAX DIVISION �"'-""'
PO BOX 280 (�(^ '�}r OFFICE_1{� REV-1547 IX AFP (11-14)
HARRISBURG Pik-�1732t060D 1 i F I v E v F
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DATE 09-07-2015
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l ESTATE OF WALDEMAR J
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DATE OF DEATH 04-05-2014
FILE NUMBER 21 14-0496
CLL... COUNTY CUMBERLAND
BOtARE01{,E;SQ' JAMES C
ACN 101
Ip R WFNORWEGIAN ST ' APPEAL DATE: 11-06-2015
P $X`128 0 (See reverse side under Objections)
POTTSVILLE PA 17901-7280 Amount Remitted I—
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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOVE WALDEMAR JFILE NO. :21 14-0496 ACN: 101 DATE: 09-07-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 856,778.40 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 (Schedule E) (5) 82,156. 10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 938,934.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 60,439.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,138.21
11. Total Deductions (11) 67,578.09
12. Net Value of Tax Return (12) 871,356.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 871 ,356.41
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) R71 •;�;A_41 x 045 = 39,211.04
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)= 39,211 .04
TAX CREDITS:
PAYMENT RECEIPT • DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-03-2014 CDO19379 1 ,960.55 40,000.00
TOTAL TAX PAYMENT 41,960.55
BALANCE OF TAX DUE 2,749.51CR
INTEREST AND PEN. .00
TOTAL DUE 2,749.51CR
* 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.