HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 7'
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF GRUVER DONNA N
DATE OF DEATH 09-23-2013
FILE NUMBER 21 13-1067
COUNTY CUMBERLAND
WEIGLE ESQUI JERRY A
ACN
126 E KING ST APPEAL DATE: 11-21-2014
SHIPPENSBURG PA 17257-1326 (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--
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRUVER DONNA NFILE NO. :21 13-1067 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 145,100.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 27,078.06 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/Misc. Personal Property (Schedule E) (5) 124,950.71
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 273,476.64
S. Total Assets (8) - 570 .605.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 51 .998.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18,271 . 02
11. Total Deductions (11) 70,269.98
12. Net Value of Tax Return (12) 500,335.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 500,335.43
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 DO = . 00
16. Amount of Line 14 taxable at lineal rate (16) F00 .33Fi.43 X 045 = 22,515. 09
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = N . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 )bl5 =
19. Principal Tax Due = _,22, X09
TAX CREDITS: m :;J
PAYMENT RECEIPT DISCOUNT (+) M = n -1 CP
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID Z� r- IV iTl IT1
m s r o
12-12-2013 CDO18529 1,105.26 21,000 .n' CD
05-16-2014 CDO19177 .00 409.8 ',T 'TI
L Za n
10 ;: r m
TOTAL TAX PAYNEN_7 _ 3,21(
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 (CR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.