HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX ] pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE y�\7`1}
BUREAU OF INDIVIDUAL TAXES [(��/1I��]OF(�n EMS!yNyMS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIONF�1Jr`` 4 r• U y' REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-11-2014
?Q14 AUG I I Pii 3: 51 ESTATE OF GUARINI DORIS S
DATE OF DEATH 07-04-2013
FILE NUMBER 21 13-0888
OTTO III LV ORPN I" COURT COUNTY CUMBERLAND
�UMBERI D CO.. PA ACN 101
10 E HIGH ST APPEAL DATE: 10-10-2014
CARLISLE PA 17013-3015 (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 4-
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GUARINI DORIS SFILE NO. :21 13-0888 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) 3,121,683.33 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 ,850, 123.87 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 148,253.41 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 78,740.62
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 214, 156.74
B. Total Assets (8) 5,412.957.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 116 . 173.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,160.72
11. Total Deductions (11) 117,334.66
12. Net Value of Tax Return (12) 5,295,623.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 5,295,623.31
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) 75,000 .00 X 00 .00
16. Amount of Line 14 taxable at lineal rate (16) S.22D-42A.31 x 045 = 234,928.05
17. Amount of Line 14 at sibling rate (17) -00 X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 . 00
19. Principal Tax Due (19)= 234,928.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-04-2013 CDO18207 9,052.63 172,000.00
04-02-2014 CDO18968 .00 53,875.69
TOTAL TAX PAYMENT 234,928.32
BALANCE OF TAX DUE .27CR
INTEREST AND PEN. .00
TOTAL DUE .27CR
I 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.