HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX
pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 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 08-18-2014
ESTATE OF GUNDRUM PAULINE M
DATE OF DEATH 12-02-2013
FILE NUMBER 21 14-0377
COUNTY CUMBERLAND
COOPER THOMAS N ACN 101
36 W MAIN AVE APPEAL DATE: 10-17-2014
MYERSTOWN PA 17067-1121 (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 COS-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GUNDRUM PAULINE MFILE NO. :21 14-0377 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stacks and Bonds (Schedule B) (2)
.00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership InkeresT (Schedule L) (3) 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) 5,532.45
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 5,532.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2,691 .86
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 332. 129. 10
11. Total Deductions (11) 334,820.96
12. Net Value of Tax Return C12) 329,288.51-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 329,288.51-
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 OD = .00
16. Amount of Line 14 taxable at lineal rate (16) - DD X 04&)= . 00
17. Amount of Line 14 at sibling rate (17) .00 X 12'--€-
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15W X.
19. Principal Tax Due ( ��-�-
TAX CREDITS: FZ<r35 O
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
C='
-n
TOTAL TAX PAYMENT .00
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.