HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAXQ1_
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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 fib'WOR D LE D OFFICE n C
HARRISBURG PA 17126- LI i�V V 1
PEGIS)T _R OF Ys'ILLS DATE 11-10-2014
t� ESTATE OF GRIFFITH JR JOHN W
?014 NOV 10 P� ! 12 54 DATE OF DEATH 06-01-2013
_ FILE NUMBER 21 13-0746
CLEF, _` U'' COUNTY CUMBERLAND
HUGHES E@4RPNJ,+!J1AMES�7 D ACN 101
# RO cuMEPI .'.-' � �., i�,�. APPEAL DATE: 01-09-2015
354 ALEXANDER SPRING (See reverse side under Objections)
CARLISLE PA 17015-7451 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS _LINE -- -0- R_ETA_IN LOWER PORTION_ FOR YOUR RECORDS ♦- -------------------
REV 154
_______________REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRIFFITH JR JOHN WFILE NO. :21 13-0746 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 138,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 ,561,599.09 credit to your account,
S. 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) 439,526.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) . 00
S. Total Assets (8) 2,139,125.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 133,101 . 10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,20 6.94
11. Total Deductions (11) 134,308.04
12. Net Value of Tax Return (12) 2,004,817.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,924,817.41
14. Net Value of Estate Subject to Tax (14) 80,000.00
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) - 00 x 045 = . 00
17. Amount of Line 14 at sibling rate (17) 10.000.00 X 12 = 1,200.00
18. Amount of Line 14 taxable at collateral rate (18) 70,000.00 X 15 = 10,500.00
19. Principal Tax Due (19)= 11,700.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-28-2013 CDO18077 585.00 11,115.00
TOTAL TAX PAYMENT 11 ,700.00
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.