HomeMy WebLinkAbout11-17-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISENENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15447 EX AFP (08-13)
PO BOX 280601 qORD'ED OFFICE OF
HARRISBURG PA 1719-Q 1
REGISTU\ OF VALS DATE 11-17-2014
1 ESTATE OF GATES MARTHA M
20111 NON 17 fjM lit. 22 DATE OF DEATH 03-16-2013
CLEC,,, 0 F FILE NUMBER 21 13-0601
GATES 0 R P H A t j'§6 r�T COUNTY CUMBERLAND
ACN 101
412 CA(SWEEFkA ` APPEAL DATE: 01-16-2015
MECHANICSBURG PA 17055-5519 (See reverse side under Objections)
Amount Remitted I I
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 +-
RiV:-1-54-7--Ei--AFP-i-0-8--i-3-)-NOTICE--D-F-INHERITANCE--TAX--APP-R-A-Iii-M-E;i-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GATES MARTHA MFILE NO. :21 13-0601 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: C ) 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) 195,245.60 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4, Mortgages/Notes Receivable (Schedule D) (4) 129.78 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 22,931 .97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (S) 218,307.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18,938,47
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 340.00
11. Total Deductions (11) 19,278.47
12. Net Value of Tax Return C12) 199,028.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 199,028.88
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:
15. Amount of Line 14 at spousal rate .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 99,n?R-AR x 045 = 8,956.30
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 8,956.30
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-11-2014 CDO19674 .00 8,911.26
INTEREST IS CHARGED THROUGH 12-02-2014 TOTAL TAX PAYMENT 8,911.26
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 45.04
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 197.86
TOTAL DUE 242.90
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.
REV-1470 EX(01-10)«,
INHERITANCE TAX
Pennsylvania. EXPLANATION
e DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box280601
HARRISBURG A 17128-0601
DECEDENT'S NAME FILE NUMBER
Martha M Gates 2113-0601
REVIEWED BY ACN
Yvonne-Agent ID 96 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J-11 1 The value of the charitable bequest.has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
y
f
ROW Page