HomeMy WebLinkAbout09-24-15 NOTICE OF INHERITANCE TAX pennsyLvania
OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BX
HARRIOSBURG290601 PA 17128-0601 R EC QU R D E D 0 F F 10 E-- 0 F
REGI"'�TER VjILLSDATE 09-15-2015
ESTATE OF SOBOLEWSKI ELOISE D
HIS SEP 29 Pn 12 WATE OF DEATH 08-01-2014
FILE NUMBER 21 14-0792
CLE; "' COUNTY CUMBERLAND
SAIDIS ROBERT C ACN 101
26 W HIGH ST ORPHAN' COUi\'T APPEAL DATE: 11-14-2015
CARLISLE PA 170WABERL, N� PA (See reverse side under Objections)
Amount Remitted I 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 4-
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REV-1547O --------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SOBOLEWSKI ELOISE DFILE NO. :21 14-0792 ACN: 101 DATE: 09-15-2015
TAX RETURN WAS: ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 180,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
00 submit the upper portion
3. Closely Hold 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) 3,731 .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 12,904.61
8. Total Assets (8) 196,635.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,710.31
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4.74 9.87
11. Total Deductions (11) 22,460. 18
12. Net Value of Tax Return (12) 174,175.43
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (is) .0 0
14. Net Value of Estate Subject to Tax (14) 174,175.43
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 C16) 174.17x-..43 X 045 = 7,837.89
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)= 7,837.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-28-2015 CD020582 .00 7,757.78
INTEREST IS CHARGED THROUGH 09-30-2015 TOTAL TAX PAYMENT 7,757.78
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 80. 11
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1 .00
TOTAL DUE 81.11
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.
-1470 EX(01-10)
%< 'Y pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 2M28
R
DECEDENTS NAME FILE NUMBER
Eloise Sobolewski 2114-0792
REVIEWED BY ACN
Tracell Agent#93 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F All The value of the accounts have been reduced to zero as they were previously assessed,
accepted and paid under various ACN's.
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