HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 1712BBSCORDED OFFICE OF
REGISTER OF VVILLS DATE 12-29-2014
ESTATE OF GRISSINGER WINIFRED L
?n14 -28-2013
u 017C 29 PM 12 23 DATE OF DEATH 10
FILE NUMBER 21 13-1192
CLER'1� OF COUNTY CUMBERLAND
BRENNEMAt R P H A tf`oE 11'!)U F�T 0 ACN 101
44 W APPEAL DATE: 02-27-2015
M�Jy�'JR LA'f� C- --)A (See reverse side under Objections)
MECHAN P 17055-6249
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
Ri-V:-li4-7--Ei--A-F�--(-1-1--i-4-)-�-0-T-Iii--O-F--I-N-Hii-I-T-A�-C-E-Ti-X--A��-R-A-li-E-M-E�i-,--AEi-O-Wi�-C-E-5i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRISSINGER WINIFRED LFILE NO. :21 13-1192 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 166,013.89 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,617. 10
6. Jointly Owned Property (Schedule F) (6) 628.02
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 170,259,01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,603.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,671 .05
11. Total Deductions (11) 34,274.55
12. Net Value of Tax Return (12) 135,984.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 135,984.46
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) 13;i,9R4_4A x 045 = 6,119.30
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate .00 x 15 = .00
19. Principal Tax Due (19)= 6,119.30
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-22-2014 CDO18678 305.97 6,500.00
TOTAL TAX PAYMENT 6,805.97
BALANCE OF TAX DUE 686.67CR
INTEREST AND PEN. .00
TOTAL DUE 686.67CR
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.