HomeMy WebLinkAbout03-21-14 Y NOTICE OF INHERITANCE TAX .- pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL razes OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280602 REV-1547 EX APP (68-13)
HARRISBURG PA 17728-0601
DATE 03-24-2014
ESTATE OF GANNON MARJORIE K
DATE OF DEATH 04-13-2013
FILE NUMBER 21 13-0735
MOYA AMY M COUNTY CUMBERLAND
ACN 101
5011 LOCUST LN
APPEAL DATE: 05-23-2014
HARRISBURG PA 17109 (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 --- '--I RETAIN LOWER PORTION FOR YOUR RECORDS !—
REY-1547 EX AFP {OB-13} NOTICE 4F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GANNON MARJORIE KFILE NO. :21 13-0735 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED t X) CHANGED SEE ATTACHED NOTICE
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) .00 credit to your account,
00
3. Closely Hold Stock/Partnership Interest (Schedule C7 (3) submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 10.00
6, Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (7) 849,703.72
8. Total Assets (8) 849.713.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Mist. Expenses (Schedule N) (9) 22,897.20
10. Debts/Mortgage Liabilities/Lions (Schedule I) (1 p)- 5, 192.86
11. Total Deductions (11) 28,090.06
12. Not Value of Tax Return (12) 821,623.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchodule J) (1.3) _�_�
14. Net Value of Estate Subject to Tax rr.•7 8 ,6 r616
NOTE- If an assessment was issued Previously, Lines 14, 15, 16, 17, (b Egnd/ ro iR9
reflect figures that include the total of all returns assessed d=dpe. -..( v
ASSESSMENT OF TAX: n fV rn rp:T
15. Amount of Line 14 at spousal rate tls) 196,228.35 x IPO Crp::O
16. Amount of Line 14 taxable at lineal rate (16) 429,395 31 X ..�_� .21$,1
17. Amount of Line 14 at sibling rate (17) .nn x ,cc^^aa -
18. Amount of Line 14 taxable at collateral rate (18) .00 X Ta a
19. Principal Tax Due
_.
TAX CREDITS: W
PAYMENT RECEIPT DISCOUNT C+7
DATE NUMBER INTEREBTlPEN PAID AMOUNT PAID 06-29-2013 CDD17822 1,407. 14 14
2b,900.00
TOTAL TAX PAYMENT 28,307. 14
BALANCE OF TAX DUE 164.35CR
INTEREST AND PEN. .00
TOTAL DUE 164.35CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \
REV-1470 E)W01-10)
J I enns lvania
Y Y INHERITANCE TAX
1 _ ? DEPARTMENT OF REVENUE EXPLANATION
_.1
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRI�BLJRQ.PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Marjorie Gannon 2113-0735
REVIEWED BY ACN
Shannon E Baker 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Amount listed on line 13 moved to line 15.
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