HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL R~~ORI}EC}A~IT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION nn F t~ TIONS AND ASSESSMENT OF TAX
HARRISBURG6PA 17128-0601 ~~~~~"~`'~ VF ~~~~~~~
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CLERK G
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ROBERT C SA~~ L~,~ ~i ~ ~., "l
26 W HIGH ST
CARLISLE PA 17013-2922
'.?~_~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-29-2013
ESTATE OF GRAVES GORDON I
DATE OF DEATH 02-06-2012
FILE NUMBER 21 12-0227
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2013
(See reverse side under Objections)
Amount Remitted
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 ~
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REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRAVES GORDON IFILE N0.:21 12-0227 ACN: ln) nerF. n,_~n_-,n,z
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 218,500.00
2. Stocks and Bonds (Schedule B) (2) 105, 948.80
3. Closely Held Stock/Partnership Interest (Schedule Cl (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 185,504.49
6. Jointly Owned Property (Schedule F) (6) 8,073.83
7. Transfers (Schedule G) (7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
B. Total Assets (8) _ _ 518 , 027.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 8.910.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) C1D) 14,648.90
11. Total Deductions C11) 73,559.34
12. Net Value of Tax Return (12) 444,467.78
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 444 467.78
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) 148, 155.92 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 996 . ~1 1.86 x 045 = 13, 334.03
17. Amount of Line 14 at Sibling rate (17) 0 0
-
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .00
19. Principal Tax Due
TAX CREDI C19)= 13, 334.03
TS:
PAYMENT RECEIPT DISCOUNT (+}
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-03-2012 CD015928 315.79 6
000
00
11-05-2012 CD016737 .00 ,
.
7,034.03
TOTAL TAX PAYMENT 13,349.82
BALANCE OF TAX DUE 15.79CR
INTEREST AND PEN. .00
TOTAL DUE 15.79CR
~ 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 OF THIS FORM FOR INSTRUCTIONS.
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