HomeMy WebLinkAbout10-27-14 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PD BOX RECORDED OFFICE OF
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HARRISBURGURG PPA 17128-0601
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REGIST-" OF WiLLoC DATE 10-27-2014
ESTATE OF GERRITY GEORGENE S
2014
DOT 27 FM 12 L-3DATE OF DEATH 11-03-2013
FILE NUMBER 21 13-1244
C LE, ( COUNTY CUMBERLAND
SCHRACK III ESQWM O�Pf� �,l} r - ACN 101
124 W HARRISBURG ST 1r���t�€ APPEAL DATE: 12-26-2014
D I L L S B U R G PA 1 fAY 2 -2-r68•A' (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
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GERRITY GEORGENE SFILE NO. :21 13-1244 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) 121,116.51 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 59,676.75
6. Jointly Owned Property (Schedule F) (6) 23,235.78
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 204,029.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,941 . 18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,4 65.00
11. Total Deductions (11) 16,406.18
12. Net Value of Tax Return (12) 187,622.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 187,622.86
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) 1 A4.3R7_ nR X 045 = 7,397.42
17. Amount of Line 14 at sibling rate C17) . 0 0, X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) 23,235.78 X 15 = 3,485.37
19. Principal Tax Due (19)= 10,882.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-27-2014 CDO18704 394.74 7,500.00
06-26-2014 CDO19347 .00 548.29
INTEREST IS CHARGED THROUGH 11-11-2014 TOTAL TAX PAYMENT 8,443.03
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,439.76
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 20.01
TOTAL DUE 2,459.77
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUEN
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EX(0110)
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INHERITANCE TAX
K pennsylvania EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG,PA 17128-060
DECEDENTS NAME FILE NUMBER
Georgene S Gerrity 2113-1244
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1-4 Jointly held assets are taxable to the survivors.
F 1-4 Changed tax rate from 4.5 percent to 15 percent since a friend is a collateral beneficiary.
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