HomeMy WebLinkAbout04-21-14 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 (08-13J
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-21-2014
ESTATE OF BRINTON GERALD S
DATE OF DEATH 04-20-2013
FILE NUMBER 21 13-0542
COUNTY CUMBERLAND
STONE ESQ DAVID H ACN 101
414 BRIDGE ST APPEAL DATE: 06-20-2014
NEW CUMBERLAND PA 17070-1927 (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 +---
REV-1547 EX AFP C08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRINTON GERALD SFILE NO. :21 13-0542 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED ( 7 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) 575,711 .27 credit to your account,
.00 submit the upper portion
S. 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) 170,945. 12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 746.656.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33.687.52
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.780.92
11. Total Deductions (11) 39,468.44
12. Net Value of Tax Return (12) 707,187.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13j _ .00
14. Net Value of Estate Subject to Tax b4) TO7, 187 95
� m
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 280and/orn19 F
reflect figures that include the total of all returns assessednt� date= �
ASSESSMENT OF TAX: M�7
15. Amount of Line 14 at spousal rate (15) .00 XI+FOZ-"tri N0
16. Amount of Line 14 taxable at lineal rate (16) 707.1R7.95 xJ450='�J 31,82,1 c•46
17. Amount of Line 14 at sibling rate (17) .00 X cb2C->-
18. Amount of Line 14 taxable at collateral rate (18) .00 X Q75(::>=T
19. Principal Tax Due FM L31 8V317db
TAX CREDITS: v --4 CJT (n �
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID 0
DATE NUMBER INTEREST/PEN PAID (-)
07-12-2013 CDO17876 1,578.95 30,000. 00
12-06-2013 CDO18508 .00 244.51
TOTAL TAX PAYMENT 31,823.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE •00
+ 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.