HomeMy WebLinkAbout06-17-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TaxES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (03-13)
PO BOX 280601 �
HARRISBURG PA 17128-0601
�yE�;���.i�:� ��;-���� �F DATE 06-17-2013
p�G���r-t,r� �f-. ,}E�����, ESTATE OF GORMAN THOMAS P
DATE OF DEATH 11-13-2012
:`ul3 JUN 17 P�1 1 11 COUNTYUMBER CUMBERLAND
LINDA J OLSEN ESQ ACN 101
STE 202 CL���( Q�� APPEAL DATE: 08-16-2013
2000 LINGLESTOWN RD QR�}�,��$' �pU��- (SeereversesideunderObjections)
HARRISBURG P/�+���l�R���� ��+' PA Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
RE6ISTER 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 CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GORMAN THOMAS PFILE N0. :21 13-0270 ACN: 101 DATE: 06-17-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2)
.0 0 credit to your account,
.�� submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) .00
6. Jointly Owned Property (Schedule F) C6� .00
7. Transfers (Schedule G) ��� 777,406.21
8. Total assets ca� 777,406.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 1 .97 2.8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.0 30. 16
11. Total Deductions C11) 7�002.96
12. Net Value of Tax Return �12� 770,403.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .00
14. Net Value of Estate Subject to Tax �14� 770,403.25
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) 770,403.25 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -�� x 04 5 = .00
17. Amount of Line 14 at sibling rate (17) •0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .00
19. Principal Tax Due C19�- .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.