HomeMy WebLinkAbout05-24-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Y�l►� DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INRERITANCE TAX DIVISION RECORDED p r^(( ii�� ��^^ 7 �ryy REV-7547 Ex AFP (03-13)
PO HARRISBURG PA 171ZB-0601 RECORDED V ,^IJE OF
REGiSiE_R Gi' .L-r DATE 05-27-2013
tt 77 tt p n ESTATE OF JOHNSON DAGHAR
H13 RH U 211 Iii 2 UJ DATE OF DEATH 04-10-2012
FILE NUMBER 21 12-0462
CLERK CF COUNTY CUMBERLAND
THOMAS P GACKI ORPHANS, c;,i ACN 101
FL 8 APPEAL DATE: 07-26-2013 -
213 MARKET ST C U M Fi t R II,% (See reverse side under Objections)
HARRISBURG PA 17101-2141 Amount Remitted -I
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 E--
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REY-1547 EX AFP CO2-13] NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JOHNSON DAGHAR FILE NO. :21 12-0462 ACN: 101 DATE: 05-27-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 178,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 242,862.67 credit to your account,
00 submit the upper Portion
3. Closely Hold Stock/Partnership Interest (Schedule 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) 7,949.95
6. Jointly Owned Property (Schedule F) (6) 27,303.48
7. Transfers (Schedule G) (7) 73,496.80
S. Total Assets (8) 529,612.9D
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 34,251.16
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,760 .74
11. Total Deductions (11) 39,011.90
12. Net Value of Tax Return (12) 490,601 .00
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 490,601 . 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) 48n.6nt .nn X 045 = 21,627.05
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (is) 10,000.00 x 15 = 11500.00
19. Principal Tax Due (19)= 23,127.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-09-2012 CDO16226 1,126.32 21, 00.00
01-08-2013 CDO17029 .00 600.73
TOTAL TAX PAYMENT 23,127.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT COG), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.