HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISENENT, 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 10-06-2014
ESTATE OF GRONINGER MARIAN L
DATE OF DEATH 10-23-2012
FILE NUMBER 21 12-1152
COUNTY , CUMBERLAND
MCKNIGHT MATTHEW A ACN 101
60 W POMFRET ST APPEAL DATE: 12-05-2014
CARLISLE PA 17013-3243 (See reverse side under Objections)
Amount Remittedl
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRONINGER MARIAN LFILE N0. :21 12-1152 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 183,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 129,785.81 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3)— .00 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) 8,812.37
6. Jointly Owned Property (Schedule F) (6) 16,712.00
7. Transfers (Schedule G) (7) 59,067.46
8. Total Assets (e) 397,377.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 72,111 .88
10. Debts/Mortgage Liabilities/Liens CSchedule 1) (10) 18,250.75
11. Total Deductions (11) 90,362.63
12. Net Value of Tax Return (12) 307,015.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 .00
14. Net Value of Estate Subject to Tax (14) 307,015.01
r-.,.,
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,018 and/o5_P19,,ni=
M
reflect figures that include the total of all returns assessez- tz datec.� M C->
"_
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 j-0 :90_0
16. Amount of Line 14 taxable at lineal rate (16) '1 n 7.n I -n i l 3 5-Q68
17. Amount of Line 14 at sibling rate (M 100
=--
18. Amount of Line 14 taxable at collateral rate (18) .00 ;-31 T-'00
19. Principal Tax Due r > C(1'9)•-- ::3�3,SJ 5768
C")
TAX CREDITS: M
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-06-2013 CDO17147 .00 13,000.00
06-05-2014 CDO19248 .00 165.68
INTEREST IS CHARGED THROUGH 10-21-2014 TOTAL TAX PAYMENT 13,165.68
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 650.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 28.56
TOTAL DUE 678.56
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.