HomeMy WebLinkAbout09-14-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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DATE OF DEATH 12-12-2014
FILE NUMBER 21 14-1202
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07—COLLINA DR APPEAL DATE: 11-06-2015
C EaI�S�g E R R Y OA 17339-9586 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +—
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REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOHE ANNA MFILE NO. :21 14-1202 ACN: 101 DATE: 09-07-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED C J CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 151,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 441,696.91 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .
— of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) - .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 54,44 0.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 90,325.88
8. Total Assets 737,463.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,974.00
10. Debts/MortSage Liabilities/Liens (Schedule 1) (10) 1 ,430.00
11. Total Deductions (11) 8,404.00
12. Net Value of Tax Return (12) 729,059.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00--
14.
0014. Net Value of Estate Subject to Tax C14) 729,059.20
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) 729,Qgi9-?n x 045 = 32,807.66
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)= 32,807.66
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-12-2015 CD020333 1,640.38 31,167.28
TOTAL TAX PAYMENT 32,807.66
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
11\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.