HomeMy WebLinkAbout03-14-14 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 EX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF POLLOCK GRACE M
DATE OF DEATH 02-15-2013
FILE NUMBER 21 13-0280
COUNTY CUMBERLAND
CULLEN ESQ DENNIS P ACN 101
STE 201 APPEAL DATE: 05-16-2014
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
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POLLOCK GRACE MFILE NO. :21 13-0280 ACN: 101 DATE: 03-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 340,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) 21,848,808.75 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) 362,962.03
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 22,551 ,770.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,939.616.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,207.31 ,..�
C-)
11. Total Deductions (11 2,9417823.5k3,7
12, Net Value of Tax Return C12Oi�'-�'19,603947r7 "l
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl 'fl�y`7l'�C4 72 9":
14. Net Value of Estate Subject to Tax -174i 8741187'.,7
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1P'BAd/or U wi_rT_l C�
reflect figures that include the total of all returns assessed G'cdAate. -..i.
ASSESSMENT OF TAX:
r n
15. Amount of Line 14 at spousal rake (15) • BD X GEW _
16. Amount of Line 14 taxable at lineal rate (16) 16.R36.11R7 -7n X 045 = 64f,538.05
17. Amount of Line 14 at sibling rate C17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 40,000 .00 X 15 = 6,000.00
19. Principal Tax Due (19)= 673,538.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-14-2013 CDC17605 33,676.92 945,000.00
TOTAL TAX PAYMENT 978,676.92
BALANCE OF TAX DUE 305, 138.47CR
INTEREST AND PEN. .00
TOTAL DUE 305,138.47CR
-�, IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE 1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,\r