HomeMy WebLinkAbout01-18-13 (2)NOTICE OF INHERITANCE TAX- Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-154] EX AFP (1z-12)
PO BOX 280601
HARRISBURG PA 17128-0601 R E C O? J L u ~ r~~' i`
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RE6I."7'~ ~ Qf '''', D{i-TE 01-14-2013
rr,,'~ p -ESTATE OF GALE JULIE F
~')~~ ~";V , U C~ =~Fi%~E NUMBERTN 21 12-0103
CL~n"K Q COUNTY CUMBERLAND
RICHARD W STEWART ACN 101
Q R;J~AAi (" ^~'m APPEAL DATE: 03-15-2013
301 MARKET ST "`"~ "v""'Zr (See reverse side under Objections)
Po aox l09 CUMBERLAtd~ ^,,, ?.q
L EMOYNE PA 17043-1662 Amount Resitted
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 ~
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GALE JULIE FFILE N0.:21 12-0103 ACN: 101 DATE: 01-14-2013
TAX RETURN WAS: (x) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 600,000.00 NOTE: To ensure proper
2. Stocks antl Bonds (5<hetlule B) (2) 3,987,261.70 credit to ypur account,
1,742,196.14 submit the upper portion
3. Closely Held Stock/Partnership Interest (SChetlule 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) 31,370.68
6. Jointly Owned Property (SChetlule F) (6) 165.975.46
7. Transfers CSehetlule G) (77 .00
e. Total Assets (8) 6,526,803.98
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (SChetlule H) (y7 169.852.40
10. Dehks/Mortgage Liabilities/liens (Schedule I) (10) 44.951.82
11. Total Deductions (117 214,804.22
12. Net Value of Tax Return (12) 6,311,999.76
13. Charitable/Governmental Be9uests; Nan-electetl 9113 Trusts (Schetlule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 6,311.999.76
NOTE: If an assessment was issued Previously. lines 14, 15 and/or 16. 17, 18 and 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/Class A rate (16) 6.2R6.999-76 X 045 = 282.914.99
17. Amount of Line 14 at Sibling rate (177 .nD X 12 .00
18. Amount of Lina 14 taxable at Collateral/Class B rate (18) 25,000.00 X 15 = 3,750.00
19. Principal Tax Due (197= 286,664.99
TAY CREDITS:
PAYMENT
GATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-16-2012 00015862 10,526.32 200,000.00
09-18-2012 CD016511 .00 76,138.67
TOTAL TAX PAYMENT 286,664.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO ~it ~,
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAV BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.