HomeMy WebLinkAbout09-24-15 NOTICE OF INHERITANCE TAX �� Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDVOTIONe+�pA�NDI V ASSESSh� REV-1547 EX AFP (11-14)
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INHERITANCE TAX DIVISION (t G U v t(U L v UU j
PO BOX 280601
HARRISBURG PA 17128-0601 REGIS T_
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DATE 09-15-2015
COLS SEPp p 29 f IJS'IFJTJ70F FULK PAUL F
DATE OF DEATH 05-28-2014
... FILE NUMBER 21 15-0218
ORPHAN'-' (;&COUNTY CUMBERLAND
301
2320 N 2ND ST
WARSHAWSKY BRUCE i CUMBERL,�,?r AC N +��� APPEAL DATE: 11-14-2015
HARRISBURG PA 17110-1008 (See reverse side under Objections)
Amount Remittedl
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: FULK PAUL FFILE NO. :21 15-0218 ACN: 301 DATE: 09-15-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: TRANSFEREE RETURN
1. Real Estate (Schedule A) (1) .00, NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held 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) . 00
6. Jointly Owned Property (Schedule F) C6) 240,797.03
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 240,797.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,4 65.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9107 9.91
11. Total Deductions (11) 10,544.91
12. Net Value of Tax Return (12) 230,252. 12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 230,252. 12
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) 930 •2512- 1 2 X 045 = 10,361 .35
17. Amount of Line 14 at sibling rate (17) .n0 X 12 = 1 .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,361 .35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-26-2015 CD020290 .00 11,000.00
TOTAL TAX PAYMENT 11,000.00
BALANCE OF TAX DUE 638.65CR
INTEREST AND PEN. 00
TOTAL DUE 638.65CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE,\^�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (,vIY�JI