HomeMy WebLinkAbout03-18-13NOTICE OF INHERITANCE TAXI .y� pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX _.
INHERITANCE TAX DIVISION REV -1547 EX AFP (09 -12)
PO BOX 280601
HARRISBURG PA 17128 -0601 iR EC n ,� ¢ z
RECt DATE 03 -18 -2013
ESTATE OF SCOTT GREGORY C
{� DATE OF DEATH 04 -17 -2012
U "J FILE NUMBER 21 12 -0542
a COUNTY CUMBERLAND
TODD F TRUNTZ ESQ
C! COUNTY
'4 ACN 101
STE 400 0R PH A jC'�' E APPEAL DATE: 05 -17 -2013
635 N 12TH ST CUMBERL 4.= , , ,
(See reverse side under Objections)
LEMOYNE PA 17043 -1247 `'` Amount Remitted
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
------------ - - - -- -----------------------------------------------------------
REV -1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCOTT GREGORY CFILE N0.:21 12 -0542 ACN: 101 DATE: 03 -18 -2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 128, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock /Partnership Interest (Schedule C)
4. Mortgages /Notes Receivable (Schedule D)
5. Cash /Bank Deposits /Misc. Personal Property (Schedule E)
6. Jointly Owned Property CSchedule F)
7. Transfers (Schedule G)
(2)
326.49
(3)
.00
(4)
.00
(5)
5,342.03
C6)
4,027.83
(7)
.00
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
(8)
137,696.35
APPROVED
DEDUCTIONS AND EXEMPTIONS:
ASSESSMENT OF TAX:
2,400.00
9.
Funeral Expenses /Adm. Costs /Misc. Expenses CSchedule H) (9)
19,4 20.70
10.
Debts /Mortgage Liabilities /Liens (Schedule I) C10)
67,295.75
.00 X
11.
Total Deductions
C11)
86,716.45
12.
Net Value of Tax Return
(12)
50,979.90
13.
Charitable /Governmental Bequests; Non - elected 9113 Trusts (Schedule
J) (13)
.0 0
14.
Net Value of Estate Subject to Tax
(14)
50,979.90
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.
CDO16253
ASSESSMENT OF TAX:
2,400.00
15. Amount of Line 14 at spousal
rate
(15)
.00 X
00 =
.00
16. Amount of Line 14 taxable at
lineal rate
(16)
9;n.979-9n X
045 =
2,294.10
17. Amount of Line 14 at sibling
rate
(17)
.00 X
12 =
.00
18. Amount of Line 14 taxable at
collateral rate
(18)
.00 X
15 =
.00
19. Principal Tax Due
(19)=
2,294.10
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C +)
INTEREST /PEN PAID C -)
AMOUNT PAID
07 -12 -2012
CDO16253
114.71
2,400.00
TOTAL TAX PAYMENT 2,514.71
BALANCE OF TAX DUE 220.61CR
INTEREST AND PEN. .00
TOTAL DUE 220.61CR
* 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.y "``