HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX ;J pennsylvania
APPRA3 ��}�((EE NT, ALLOWANCE OR DISALLOWANCE �.,`l` DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAx rin��r.-� � 'a�i��ODOCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION -LTV �� ( '( Q REV-1547 EX AFP (08.13)
PO BOX 280601 1�, ,)
HARRISBURG PA 17128-0601 �l��iJ i�•'
?f{4 AUG Pia, T 45 DATE 08-11-2014
ESTATE OF PETSOCK GEORGE
DATE OF DEATH 04-12-2013
!1 f( FILE NUMBER 21 13-0524
COUNTY CUMBERLAND
NETTLES t �pNDLCO.• PA ACN 101
APT 8 APPEAL DATE: 10-10-2014
1112 COLUMBUS AVE (See reverse side under Objections)
LEMOYNE PA 17043-1723 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 AF (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PETSOCK GEORGE FILE NO. :21 13-0524 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( > CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 156,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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/Mist. Personal Property (Schedule E) (5) 42,774.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 10,597.64
8. Total Assets (8) 209.372.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 40.115.82
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 57.755.29
11. Total Deductions (11) 97,871 . 11
12. Net Value of Tax Return (12) 111,501 .29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 111,501 .29
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) 133 .501 -29 X 045 = 5,017.56
17. Amount of Line 14 at sibling rate (17) - nn X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)` 5,017.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-12-2013 CDO17875 157.89 31000. 00
01-13-2014 CDO18653 . 15- 4,850.85
TOTAL TAX PAYMENT 8,008.59
BALANCE OF TAX DUE 2,991 .33CR
INTEREST AND PEN. .00
TOTAL DUE 2,991 .33CR
R 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. �\