HomeMy WebLinkAbout09-14-15 NOTICE OF INHERITANCE TAX '` Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE .7
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ul:
PO BOX 280601 nn cc nn �• n REV-1547 EX AFP (11-14)
HARRISBURG PA 1(7QWO^66R D L D OFFICE O F
REGJ �, ' r !L_LS DATE 09-07-2015
7015 H 19 t=1 , 11 132 DATETOFODEATH 07'-18-2014 KERMIT W
FILE NUMBER 21 14-0755
C L COUNTY CUMBERLAND
BANGS F H e r MICHAEL L
�,tF'F:,.:� ._' ACN 101
429 (����€ Tkl ST APPEAL DATE: 11-06-2015
CA M P"Y�1'L`i� " PA -17011-5902
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT- THIS LINE � RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS E--
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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: HOLLER KERMIT WFILE NO. :21 14-0755 ACN: 101 DATE: 09-07-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 174,665.06 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,08 4.74 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) �� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 133,036.21
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 974,436. 13
8. Total Assets (8) 1 ,290,222.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 34,7 36.8 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,4 67.88
11. Total Deductions (11) 39,204.71
12. Net Value of Tax Return C12) 1,251,017.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,886.83
14. Net Value of Estate Subject to Tax C14) 1 ,249,130.60
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) 1 •749-1 30_60 X 045 = 56,210.88
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)= 56,210.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-17-2014 CDO19800 2,631 .58 50,000.00
04-15-2015 CD020518 .00 3,579.30
TOTAL TAX PAYMENT 56,210.88
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,1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.