HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAX __ rr ` pennsylvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE r 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 08-04-2014
ESTATE OF GANNON KATHLEEN M
DATE OF DEATH 01-30-2013
FILE NUMBER 21 13-0178
COUNTY CUMBERLAND
SHULTZ SEAN M ACN 101
26 W HIGH ST APPEAL DATE: 10-03-2014
CARLISLE PA 17013-2922 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GANNON KATHLEEN MFILE NO. :21 13-0178 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Inkerest (Schedule L) (3) 00 submit the upper portion 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) 1,726.00
6. Jointly Owned Property (Schedule F) (6) .0OC)
7. Transfers (Schedule G) (7) '00k�
OD
8. Total Assets (g D: CP 726j-_02
APPROVED DEDUCTIONS AND EXEMPTIONS: -- C111 C" ,r
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 2 8. 0
C ,
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) • 00^-�(:`� � �'r
G
11. Total Deductions (11Oj 22$ bTi
12. Net Value of Tax Return ay 49 W,-ZQ
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C137 . 00
14. Net Value of Estate Subject to Tax (14) 162,604. 19
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) .00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) 169.604- 14 X 045 = 7,317. 19
17. Amount of Line 14 at sibling rate (17) .DO X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 7,317.19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-24-2013 CDC17487 365.86 7,500.00
02-25-2014 CDO18816 . 00 67.41
03-12-2014 REFUND . 00 612.71-
TOTAL TAX PAYMENT 7,320.56
BALANCE OF TAX DUE 3.37CR
INTEREST AND PEN. .00
TOTAL DUE 3.37CR
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.