HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES RECOR4 IF FT(JENOFAND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION c/� /� p [; - REV-1547 EX AFP (09-12)
HARRISBURG6PA 17128-0601 REGISTER OF WILLS
y r DATE 04-01-2013
1013 9p0 J
ESTATE OF GOSS JANE G
CLERK C? DATE OF DEATH 06-03-2012
FILE NUMBER 21 12-0659
0R I'll ANS' COUR i COUNTY CUMBERLAND
DAVIS F SPANC ES(tUMRE:RLM'r' ACN 101
247 LINCOLN WAY E APPEAL DATE: 05-31-2013
CHAMBERSBURG PA 17201-2235 (See reverse side under Objections)
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 F--
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOSS JANE GFILE NO. :21 12-0659 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 245,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B:) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 submit the upper portion
Of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 349,503.00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 414,956.00
8. Total Assets (8) 1 ,009,459.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 116,195.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11971 .00
11. Total Deductions (11) 118,166.00
12. Net Value of Tax Return (12) 891,293.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 50,000.00
14. Net Value of Estate Subject to Tax (14) 841 ,293.00
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)- nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 841 ,293.00 X 15 = 126,194. 00
19. Principal Tax Due C19)= 126,194.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-30-2012 CD016455 5,263. 16 100,000.00
01-31-2013 CD017123 .00 21,194.00
TOTAL TAX PAYMENT 126,457. 16
BALANCE OF TAX DUE 263. 16CR
INTEREST AND PEN. .00
TOTAL DUE 263. 16CR
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.