HomeMy WebLinkAbout07-21-14 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 E% AFP {0B-13)
PO BDX 280661
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF GOUGER CHARLES P
DATE OF DEATH 06-09-2013
FILE NUMBER 21 13-0721
COUNTY CUMBERLAND
KERWIN TERRENCE J ACN 101
4245 STATE ROUTE 209 APPEAL DATE: 09-12-2014
ELIZABETHVILLE PA 17023-8433 (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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REY-1547 EX AFP CO8-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOUGER CHARLES PFILE NO. :21 13-0721 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100 NOTE: To ensure Proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper Portio
3. Closely Hold Stock/Partnership Interest CS Chadule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 223,594.04
6. Jointly owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 301,569. 12
e. Total Assets (E) ..525, 1.63. 16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Mist. Expenses (Schedule H) (9) 23,580.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 23,580.01
12. Net Value of Tax Return (12) 501,583.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Not Value of Estate Subject to Tax (14) 501 ,583. 15
NOTE: If an assessment was issued Previously, Lines 14, I5, 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 (151 .00 X 00 .00
16. Amount of Line 14 taxable at lineal rate (16) Fn7 .583_ 7F X Q2 221,571.E
17. Amount of Line 14 at sibling rate (17) on X 1S Q r LX1
18. Amount of Line 14 taxable at collateral rate (18) .00 X ] -C. C_ G:Oa}
19. Principal Tax Due
TAX CREDITS:
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PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-30-2013 CDO18096 1,000.00 19,000.00=
03-04-2014 CDO18851 .DO 2,571 .248 y tv <n a
a
n
TOTAL TAX PAYMENT 22,571 .24
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 `q{
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. tzv!@