HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 a AFP (08-13)
PO BOX 280601 RECORDED OFFICE OF':
HARRISBURG PA 17128-0601
REGISTER OF WIL01
- DATE 05-05-2014
2014 My 5 P M 2 52, ESTATE OF THOMAS GLADYS V
DATE OF DEATH 03-31-2013
CLE�;i: OF FILE NUMBER 21 13-0712
COUNTY CUMBERLAND
GODFREY ESQ ORPHANS' COURT ACN 101
STE 201 CUMBER1, ND CO., PA APPEAL DATE: 07-04-2014
1011 MUMMA RD (See reverse side under Objections)
LEMOYNE PA 17043-1143 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMAS GLADYS VFILE NO. :21 13-0712 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: IX) 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) 106,086.58 credit to your account,
00 submit the upper portio,
3. Closely Held 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) 100. 00
6- Jointly Owned Property (Schedule F) (6) 97,154.54
7. Transfers (Schedule G) (7) 237,221 .35
S. Total Assets (8) 440,562,47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,713.59
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 700, 17
11. Total Deductions (11) 7,413.76
12. Net Value of Tax Return (12) 433,148.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 433,148.71
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) 433.14R-71 x 045 = 19,491.69
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 19,491.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-26-2013 CDO17793 909.68 17,283.88
12-31-2013 CDO18589 .00 1 ,298. 16
TOTAL TAX PAYMENT 19,491 .72
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
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.