HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF GANNON KATHLEEN M
DATE OF DEATH 01-30-2013
FILE NUMBER 21 13-0178
COUNTY CUMBERLAND
SHULTZ SEAN M ACN 101
26 HIGH STREET APPEAL DATE: 04-18-2014
CARLISLE PA 17013 (See reverse side under Objections)
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 C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GANNON KATHLEEN MFILE NO. :21 13-0178 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 165,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (37 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) 35,403. 07
6. Jointly Owned Property (Schedule F) (6) 870.69
7. Transfers (Schedule G) (7) 109,602.69
B. Total Assets (e) 310,876.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 34,595.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 115,174.47
11. Total Deductions (11) 149,770.26
12. Net Value of Tax Return (12) 161,106. 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 161 ,106.19
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) 161 .106- 1q X 045)= 7;249.7CO
17. Amount of Line 14 at sibling rate (17)
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15
19. Principal Tax Due (19)-- 7'v,249.78 C
TAX CREDITS: yy —
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-2013 CDO17487 362.49 7,500.00
cn C�
G'
TOTAL TAX PAYMENT 7,862.49
BALANCE OF TAX DUE 612.71CR
INTEREST AND PEN. .00
TOTAL DUE 612.71CR
x 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.