HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX �] pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE " `
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 WELDON SR GORDON J
DATE OF DEATH 03-12-2014
FILE NUMBER 21 14-0263
COUNTY CUMBERLAND
BUNT ESQ WILLIAM R
ACN
109 S CARLISLE ST APPEAL DATE: 11-21-2014
PO BOX 336 (See reverse side under Objections)
NEW BLOOMFIELD PA 17068-9766 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 AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WELDON SR GORDON JFILE NO. :21 14-0263 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 302,989.59 credit to your account,
.00 submit the upper portio,
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) 2,821 .82
6. Jointly Owned Property (Schedule F) (6) 4,448.35
7. Transfers (Schedule G) (7) .00
B. Total Assets cs) 310.259.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29.661 .26
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .DO
11. Total Deductions (11) 29,661 .26
12. Net Value of Tax Return C123 280,598.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) r-,280,598.50
R7
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17� 108 and/dr 1?',9fcm1
reflect figures that include the total of all returns assessed�*o daffy h_ O
ASSESSMENT OF TAX: 00 -o -o c)
My � �
15. Amount of Line 14 at spousal rate (15) .00 X uy (° r\n 00
' ^�
16. Amount of Line 14 taxable at lineal rate (16) 9Rn.59R.5n �„C, 07t((j� 112;626.93
17. Amount of Line 14 at sibling rate (17) -nn ;X. !n2 � ' '-) 0.00
18. Amount of Line 14 taxable at collateral rate (18) .00 X Q5 _0
19. Principal Tax Due e'� rC'19)= (.�12;6x9.93
TAX CREDITS: O
PAYMENT RECEIPT DISCOUNT (+) ^" CJl C/)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID _T1
05-15-2014 CDO19176 631 .35 11 ,995.58
TOTAL TAX PAYMENT 12,626.93
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.