HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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 GARRETT SR ROGER C
DATE OF DEATH 11-07-2013
FILE NUMBER 21 13-1208
COUNTY CUMBERLAND
DELUCE DAVID W ACN 101
301 MARKET ST APPEAL DATE: 12-05-2014
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 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: GARRETT SR ROGER CFILE NO. :21 13-1208 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS. ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 127,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,069.72 credit to your account,
5. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 99,366.36
6. Jointly Owned Property (Schedule F) (6). 28,460.40
7. Transfers (Schedule G) (7) .00
8. Total Assets 256,796.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17,956.67
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 14,666.77
11, Total Deductions (11) 32,623.44
12. Net Value of Tax Return (12) 224,173.04
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 224,173.04
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 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 224,177,-n4 x 045 = r-b0,087.79
17. Amount of Line 14 at sibling rate (17) .00 x Q 2 = 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X31 19 - 0
19. Principal Tax Due 7
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TAX CREDITS:
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PAYMENT RECEIPT DISCOUNT (+) '_ � M M
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
02-04-2014 CDO18728 421.05 8,000.61 C>
06-05-2014 CDO19258 .00 1,666.74 � -n-
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C)
Cn _n
TOTAL TAX PAYMENT 10,087.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE 0\�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. T