HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE y�!►i`If
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF GRANE JOHN W
DATE OF DEATH 09-27-2013
FILE NUMBER 21 13-1071
COUNTY CUMBERLAND
WEBBER JR ESQ RICHARD L ACN 101
126 E KING ST APPEAL DATE: 05-09-2014
SHIPPENSBURG PA 17257-1326 (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 F
---REV-----1547----EX--AFP'___--(OS-13)' NOTICE---_-OF-_--_---__INHERITANCE-_____-TAX_-APPRAISEMENT'--'--------,--ALLOWANCE_-_-_-_-_"OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRANE JOHN WFILE NO. :21 13-1071 ACN: 101 DATE: 03-10-2014
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) (2) 719,326.71 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portio 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) 41 ,002.48
6. Jointly Owned Property (Schedule F) (6) 14, 174.05
7. Transfers (Schedule G) (7) .00
B. Total Assets (e) 774 .503.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.383.05
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 3,383.05
12. Net Value of Tax Return (12) 771,120. 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 771,120 . 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) 771,120. 19 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = .00
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 C19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) ,C- l
AMOUNT PAID rn
DATE NUMBER INTEREST/PEN PAID )CD
37 C ' :;o 7
Cr
t O
C)
TOTAL TAX PAYMENT ( W s '
BALANCE OF TAX Dft a .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 �,n\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,�y,`