HomeMy WebLinkAbout11-30-12NOTICE OF--IN}IERITANCE TAX ~ Pennsylvania
BUREAU DF INDIVIDUAL TAXES R~~o~1~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~j ~ ~ AND' ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PD BOX 280601 REGISTER pF t~{~~i ~ REV-1547 EX AFP C09-12)
HARRISBURG PA 17128-0601 L
Z~I2 I~O~/ 30 R~ ~ :~ ~ ~
CLERK Q~~
ORPNANS'CCURT
RICHARD W STEW~gERtANp ~~., ~Q
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043-0109
DATE 11-26-2012
ESTATE OF GRIBB JOSEPH C
DATE OF DEATH 08-01-2011
FILE NUMBER 21 11-0898
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2013
(See reverse side under Objections)
Awount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ----~--~ RETAIN LOWER PORTION FOR YOUR
-------------------- ------------- RECORDS E-
REV-15
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47 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
___________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRIBB JOSEPH (FILE N0.:21 11-0898 ACN: 101 DATE: 11-26-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAIS
ED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 270,000
00
2.
Stocks and Bonds (Schedule B) (2) .
47,222.43 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .OD submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) C4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,264.95
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 3 9 , 487 . 8
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11.8 0 0.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 17,64 6. 6
11. Total Deductions
(11) 29,446.47
12. Net Value of Tax Return (1 300
040
91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 2) ,
.
14.
Net Value of Estate Subject to Tax
(13) 00
(l4) 300,040.91
NOTE: If an assesssent 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) 300.( 140 91 X 045 = 13,501
84
17. Amount of Line 14 at sibling rate (17) 0 0 X 12 = .
18
Amount
f .00
.
o
Line 14 taxable at collateral rate C18) 0 0 X 15 =
19. Principal Tax Due . .00
TAX CREDITS: C19)=
13,501.84
rArntni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-23-2012 CD016426 126.22- 13,629.
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 13,502.94
BALANCE OF TAX DUE 1.lOCR
INTEREST AND PEN. .00
TOTAL DUE 1.lOCR
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. n ~