HomeMy WebLinkAbout10-15-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, 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 10-13-2014
ESTATE OF GOVER BETTE L
DATE OF DEATH 09-15-2013
FILE NUMBER 21 13-1010
COUNTY CUMBERLAND
STONE ESQ DAVID H ACN 101
414 BRIDGE ST APPEAL DATE: 12-12-2014
NEW CUMBERLAND PA 17070-1927 (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 THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +—
Rii:-1-54i--Ei--AFP-i-0-8:i-3-3-NOTICE--O-F-INHERITANCE--TAX--APPi-A-Iii-M-ENi-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOVER BETTE LFILE NO. :21 13-1010 ACN: 101 DATE: 10-13-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 82,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) CS) 93,962.49
.
6.
Jointly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule G) (7) 6,678.40
8. Total Assets 183,140.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,770.62
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 21,770.62
12. Net Value of Tax Return (12) 161,370.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of estate Subject to Tax (14) 161,370.27
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX: C'3
15. Amount of Line 14 at spousal rate (15) 00 X7.00
J 41.
16. Amount of Line 14 taxable at lineal rate C16) ]A I A 27 IM c=, 7 66
17. Amount of Line 14 at sibling rate (17) nn r'9 A':-2 00
18. Amount of Line 14 taxable at collateral rate (18) 00r-X 5 0 0
19. Principal Tax Due 66
TAX CREDITS: —t3
PAYMENT RECEIPT DISCOUNT AMOUNT PAID'- _T1 _n
-71
DATE NUMBER INTEREST/PEN PAID
12-06-2013 CDO18501 —342.11 6:504.1)0 M
06-04-2014 CDO19253 .00 419.55 C/) <zo
C:) _rI
TOTAL TAX PAYMENT 7,261.66
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.