HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX ` pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF GOLLE HAROLD A
DATE OF DEATH 06-25-2012
FILE NUMBER 21 12-0735
COUNTY CUMBERLAND
MULLAUGH ELIZABETHP ACN 101
100 PINE ST APPEAL DATE: 05-16-2014
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 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 F
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOLLE HAROLD AFILE NO. :21 12-0735 ACN: 101 DATE: 03-17-2014
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) C2) 6,955,746.29 credit to your account,
DD submit the upper portioi
S. Closely Held Stock/Partnership Interest (Schedule C} (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •p0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) •00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 60,644.18
8. Total Assets (8) 7,016,490.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 135,346.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 635.00
11. Total Deductions (11) 135,981.41
12, Net Value of Tax Return (12) 6,880,509.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,689,000.00
14. Net Value of Estate Subject to Tax (14) 5,191,509.06
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:
1S. Amount of Line 14 at spousal rate (15) 475,233.07 X 00 = r.,^ .00
16. Amount of Line 14 taxable at lineal rate (16) 4.716,27r.-q9 X 0 - 212` .32.42-
17. Amount of Line 14 at sibling rate (17) - 00 X 1�i=� �;
i
18. Amount of Lino 14 taxable at collateral rata {18} .00 X 1471=[
19. Principal Tax Due ( 212M2 32 t-4-2�--i
TAX CREDITS: p�' �'y,CD
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-13-2612 CDO16499 8,736.84 0 00
03-21-2013 CDO17359 .00 37,445.58
TOTAL TAX PAYMENT 212,232.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.