HomeMy WebLinkAbout07-14-14 ti NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF GEESAMAN JR KENNETH L
DATE OF DEATH 05-31-2012
FILE NUMBER 21 12-0713
COUNTY CUMBERLAND
GLEASON THOMAS P ACN 101
49 W ORANGE ST APPEAL DATE: 09-12-2014
SHIPPENSBURG PA 17257 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GEESAMAN JR KENNETH LFILE NO. :21 12-0713 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 470,898.25 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 38,237.36 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 347,413.13 submit the upper pprtior
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) 2,700.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) _ 859,248,71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 23,098.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 72,954.54
11. Total Deductions (11) 96,053. 15
12. Net Value of Tax Return (12) 763,195.56
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 763, 195.56
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) 415,782.43 X 00 ,_ . 00 70
16. Amount of Line 14 taxable at lineal rate (16) 2i47.413 13 X 040 15 633.
17. Amount of Line 14 at sibling rate (17) - nn X 12m==n-�-^---C��{)
18. Amount of Line 14 taxable at collateral rate )
(18) . 00 X 15��� _ ,_00
19. Principal Tax Due
=5
(1�z„ 1533. 9
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) �-' _„�; —n
AMOUNT PAID L - ?j
DATE NUMBER INTEREST EN PAID
01-10-2014 CD018634 .00 4,000.00
r
INTEREST IS CHARGED THROUGH 07-29-2014 TOTAL TAX PAYMENT 4,000. 00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 11 ,633.59
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 595.89
TOTAL DUE 12,229.48
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. N�
REV-1470 EX(0140)t
pennsytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBUBG PA 8-06
DECEDENTS NAME FILE NUMBER
Kenneth L Geesaman 2112-0713
REVIEWED BY ACN 101
Colton Moyer
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
Debts and deductions must be taken out of the residuary estate.
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