HomeMy WebLinkAbout06-09-14 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 06-09-2014
ESTATE OF FITZGERALD ISABEL D
DATE OF DEATH 11-02-2013
FILE NUMBER 21 14-0041
COUNTY CUMBERLAND
GAUMER COLLEEN M ACN 101
2397 ROLLING HILLS DR APPEAL DATE: 08-08-2014
MECHANICSBURG PA 17055-9210 (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 !
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REV-1547 EX AFP COB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FITZGERALD ISABEL DFILE NO. :21 14-0041 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 340.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,752.90
6. Jointly Owned Property (Schedule F) (6) 6,449. 15
7. Transfers (Schedule G) (7) .00
8. Total Assets [e) 8,542.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.946.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 15,946.99
12. Net Value of Tax Return (12) 7,404.94-
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) C13) .DO
14. Net Value of Estate Subject to Tax C14) 7,404.94-
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or,-4,9 will
reflect figures that include the total of all returns assessed o date.s rn
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X U_0 T C ��•�
n n .
16. Amount of Line 14 taxable at lineal rate (16)— -DD X ?D 45�= ..�
17. Amount of Line 14 at sibling rate (17) . 00 X +12 r=T
18. Amount of Line 14 taxable at collateral rate (18) .00 X '15
19. Principal Tax Due
TAX CREDITS: TI �T
PAYMENT RECEIPT DISCOUNT (N 1' rn
AMOUNT PAID _� (V (—
DATE NUMBER INTEREST/PEN PAID (-) (h p
co n
TOTAL TAX PAYMENT . 00
BALANCE OF TAX DUE .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 \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.