HomeMy WebLinkAbout09-24-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISENENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 R E C C"R D E D 0 F F 1u'-'E 0 F
%ATE 09-15-2015
HIS `SE{ 24
fiSTATOFE ODEATH 08-F TOKUH18-A2014 TA GEORGE K
P 24 12 �RTE
FILE NUMBER 21 14-0836
CLE, COUNTY CUMBERLAND
BANGS MICHAEL L 0 R P H AN —1 ACN 101
429 S 18TH ST C U M B E.�I i',: APPEAL DATE: 11-14-2015
CAMP HILL PA 17011-5902 (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 +—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOKUHATA GEORGE KFILE NO. :21 14-0836 ACN: 101 DATE: 09-15-2015
TAX RETURN WAS: C 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) C2) 391,874.62 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (5) .00 submit the upper portion
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) 404,239.07
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 45,614.99
8. Total Assets ca) 841,728.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 49,940.80
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 18,093.81
11. Total Deductions (11) 68,034.61
12. Net Value of Tax Return (12) 773,694.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 477,668.21
14. Net Value of Estate Subject to Tax (14) 296,025.86
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) -fln x 045 = .00
17. Amount of Line 14 at sibling rate (17) 296,025.86 x 12 = 35,523.10
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 35,523.10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-12-2014 CDO19892 1,776.16 35,000.00
TOTAL TAX PAYMENT 36,776. 16
BALANCE OF TAX DUE 1,253.06CR
INTEREST AND PEN. .00
TOTAL DUE 1,253.06CR
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.