HomeMy WebLinkAbout05-30-14 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 (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF GASSERT EDYTHE M
DATE OF DEATH 10-30-2013
FILE NUMBER 21 13-1190
COUNTY CUMBERLAND
SHEKLETSKI ESQ GERALD i ACN 101
414 BRIDGE ST APPEAL DATE: 07-25-2014
PO BOX E - (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0180 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GASSERT EDYTHE MFILE NO. :21 13-1190 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,532.20 credit to your account,
00 submit the upper portion
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) C5) 38,756.49
6. Jointly Owned Property (Schedule F) C6) . 00
7. Transfers CSchedule G) (77 15,208.99
8. Total Assets (8) 58.497.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 .099.65
10. Debts/Mortgage Liabilities/Liens (Schedule i) (10) . 00
11. Total Deductions (11) 10,099.65
12. Net Value of Tax Return - (12) 48,398.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 16.594.52
14. Net Value of Estate Subject to Tax C14) 31,803.51
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
ry
reflect figures that include the total of all returns assesse(:yto date° 70
ASSESSMENT OF TAX: O s m M0
15. Amount of Line 14 at spousal rate (15) .00 X 2T 050 -
16. Amount of Line 14 taxable at lineal rate (16) - nn X ° -C CA X110
17. Amount of Line 14 at sibling rate (17) - nn X—12� '-�8
18. Amount of Line 14 taxable at collateral rate c18) 31 ,803.51 C:D4 X5`3
19. Principal Tax Due a4,7]03
TAX CREDITS: n �O :3
PAYMENT RECEIPT DISCOUNT C+) CJ F-
AMOUNT PAID r m
DATE NUMBER INTEREST/PEN PAID (-) N r-
01-24-2014 CDO18691 238.53 4,532. O
(GD�
TOTAL TAX PAYMENT 4,770.53
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.