HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX -7 I pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE `�j�'j
INHERITANCE TAX OIVSSION
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 290601 REV-1547 IX AFP (08-13)
HARRISBURG PA 17228-8601
RECORDED OFFICE OF
REGISTER OF WILLS DATE 12-16-2013
ESTATE OF GARRETT RAYMOND J
11113 rL.4�CCff++ 13 P11 DATE OF DEATH 04-12-2012
FILE NUMBER 21 12-0456
COUNTY CUMBERLAND
FLOWER THT1A'.!iRK F,F ACN 101
FLOWER LAW LLCORi'HAMN S- C 0 U R APPEAL DATE: 02-14-2014
10 W HIGH ST // pp ryry (See reverse side under Objections)
CARLISLE Cu 'RPAR713r29"22 '�( Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --f- LOWER PORTION FOR YOUR RECORDS 4--
REV-1547 EX AFP C08-13)- -NOTICE OF INHERITANCE TAX APPRAZSEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GARRETT RAYMOND JFILE NO. :21 12-0456 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: C 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) 7,685.00 credit to your account,
S. Closely Held StocklPartnership Interest (Schedule C) C3) 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) (5) 221,087.00
6, Jointly Owned Property (Schedule F) C6) 69,241.00
7. Transfers (Schedule G) (7) .00
B. Total Assets (e) 298.013.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9). 28,052.21
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 1 ,817. 00
11. Total Deductions (71) 29,869.21
12. Net Value of Tax Return t12) 268,143.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (74) 268,143.79
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) ?68.14;-�9 X 045 = 12,066.77
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)= 12,063.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-J
09-20-2013 CD018165 248.29- 12,312.06
12-09-2013 SBADJUST .00 .01
TOTAL TAX PAYMENT 12,063.77
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.