HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDU L , �,ORD.EDKP�'ABE6 @NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF TAX nlvlslo» OF TIONS AND ASSESSMENT OF TAX
REGISTER 4� � REV-1547 EX AFP (08-15)
PO SOX 280601 REGISTER
HARRISBURG PA 17128-060) m
2414 SEP, 9 PM 2 58 DATE 09-09-2014
ESTATE OF GEORGE DARRYL E
CLERK OF DATE OF DEATH 11-05-2012
ORPH{�A�N_S' COURT FILE NUMBER 21 12-1182
BUCKLEY .. GUMBWW4-9 F. PA COUNTY CUMBERLAND
ACN 101
1237 HOLLY PIKE APPEAL DATE: 11-08-2014
CARLISLE PA 17013 (See reverse side under Objections)
• - Amount Remittedi� �
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-T81S_LINE __ -- _-RETAIN- LOWER-PORTION_-FOR YOUR RECORDS E-
REV-1547- EX AFP C08--137-NOTICE OF INHERITANCE .TAX APPRAISEMENT, ALLOWANCE---OR----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GEORGE DARRYL EFILE NO. :21 12-1182 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED < )O CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 75,000.00 NOTE: To ensure proper
i 2. Stocks and Bonds (Schedule B) (2) .a0 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest {SChe dine.t} (3) 00, of this form with.Your
4. Mortgages/Notes Receivable (Schodule D) "' (4) -•00 tax payment.
5. Cash/Bank Doposits/Mist. Personal Property (Schedule E) (5) 116;976. 12 -
6. Jointly Owned Property (Schedule F) (6) .00
T. Transfers (Schedule G) (7)' 156;000:Qa
B. Total Assets (B> 347.976...12
APPROVED DEDUCTIONS AND EXEMPTIONS: ' -
9. Funeral Expenses/Adn, Costs/Mist. Expenses (Schedule H). t9.}, 25,$82.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) - (10) 2,046.74
11. Total Deductions v (11) 27,928.74
12. Not Value of tax Return (121 - 320,047.3$
13. Charitable/Governmental Bequests; Non-elected 9113"Trusts (Schedule J) (15) .00
14. Net Value of Estate SubJeet to Tax (14) .320,047.38
NOTE: If an assessment was issued �previou5ly, Lines 14, 15, 1.6, 17, 18 end/or 19 will
i 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 rata (1.6) .98.047.3R X 045 14,402. 13
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)= 14,402.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
{ DATE NUMBER INTEREST/PEN PAID I-)
12-04-2012 CDO16 4 394.74 71500.00
INTEREST IS CHARGED THROUGH 09-24-2014 TOTAL TAX PAYMENT 7,894.74
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 6,507.39
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 221.45
TOTAL DUE 6,728.84
• 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.