HomeMy WebLinkAbout10-15-13 NOTICE OF INHERITANCE TAX T pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIrOr��N //��(�rn� [q� r /� (' REV-1547 EX AFP (03-13)
PO HARRISBURG BURG6PA 17129-06REC4lD P 1„i �C- QI
R E C 1 ST= CAF I '_6
DATE 10-14-2013
ESTATE OF DERICK GILBERT N
iry 15 DATE OF DEATH 07-29-2011
FILE NUMBER 21 13-0770
CL ,... COUNTY CUMBERLAND
BUTLER BENJAMIN-J� ACN 101
STE 101 C(� _ APPEAL DATE: 12-13-2013
1007 MUMMAJR•DPtRLM::D CC., PA (See reverse side under Objections)
LEMOYNE PA 17043-1183 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 4----------------------- ----------------------------------------------------------------
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DERICK GILBERT NFILE NO. :21 13-0770 ACN: 101 DATE: 10-14-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,468.85 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/Misc. Personal Property (Schedule E) C5) 7,700.59
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 11 .169.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 138.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 100
11. Total Deductions (11) 138.50
12. Net Value of Tax Return (12) 11,030.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax (14) 11 ,030 .94
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) 11 ,030.94 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - 00 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) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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. �/�