HomeMy WebLinkAbout11-07-14 (2) NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF t�D�J��-�TAX� --r��r41 �EDUCTIONS AND ASSESSMENT OF TAX REV-1547 D( AFP coe-ia�
INHERITANCE T �jj ��°w� .1 k i�EJ�FD i
Po eox zsosoi � ,
NARRISBURG PA 1712�0��;� e�_.�S
DATE 10-27-2014
2�1� �`(�U ? pj;� I2 vS ESTATE OF GERRITY GEORGENE S
�� �� � � � DATE OF DEATH 11-03-2013
FILE NUMBER 21 13-1244
V=`-` ` COUNTY CUMBERLAND
SCHRACKC���tN�M� " D ACN 101
124 UR� ST APPEAL DATEs 12-26-2014
�''����= (See reverse side under Objecnons)
DILI.SBURG PA 17019
Asount ReAitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECOR
REY-1547 EX AFP c08-13)DISALLOWANCENOFRDEDUCTIOHS ANDRASSESSMENTAOF�TAXCE OR
ESTATE OF: GERRITY GEORGENE SFILE N0. :21 13-1244 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: C � AGCEPTED AS FILED ( X) CHAN6ED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORI6INAL RETURN
C1� •�� NOTE: To ansure proper
1. Resl Estate CSchedule A) 121,116.51 credit to your account,
2. Stocks and Bonds (Schedule B)
C2� submit the upper portion
3. Closely Held Stotk/Partnership Interest CSchedule C) C3� .00 ot this form with your
C4� _ tax pay�ent.
4. Mortga9es/Notes Receivable tSchadule D) 59,676.75
� 5. Gash/Bank Deposits/Mise. Personal Property CSchadule E) �5� 23,2 35.78
a C6)
6. Jointly Owned Proparty CSchedule F) .00
7. Transfers CSchedule 6) ���
� C8� 204,024��4
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONSs g,g41.18 `
9. Funerel Expanses/Ads.�Costs/Misc. Expenses CSchedule N7 �9� �,4 65.OQ
10. Debts/Mortgaga Liabilltias/Liens CSchedule I) �10� ' 16,40 6.18
(11)
11. Total Deductions �12� 187,622.86
12. Net Value of Tax Return .0 0
13. Charitable/6ovarnmental Bequests; Non-alected 9113 Trusts CSchedule J) C13) 18�,6 22.86
14. Net Yalue of Estate Subjact to Tax C14)
NOTE: If an assesswent Nas 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� ,00 X 00 = .00
15. Amount of Lina 14 at spousal rate ��4.3R7__�_R__ X 045 = 7,397.42
16. Asount of Lina 14 taxable at lineal rate c16) _
C17� •DO X 12 - .00
17. Amount of Line 14 at sibling rate C18� 23,235.78 X 15 ' 3,485.37
ig, Amount of Line 14 taxabl• at collateral rate (19)= 1 0,88 2.79
19, Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
394.74 7,500.00
1-27-2014 CD018704 .00 548.29
06-26-2014 CD019347
TOTAL TAX PAYMENT 8,443.03
INTEREST IS CHAR6ED THROUGH 11-11-2014 gAIANCE OF TAX DUE 2,439.76
AT THE RATES APPLICABLE AS OUTLINED ON THE INTEREST AND PEN. 20.01
REVERSE SIDE OF THIS FORM 2,459.77
TOTAL DUE
+� IF PAID AFTER DATE INDICATED. SEE REVERSE IF TDTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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