HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU of INDIVIDUAL raxEs
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
4
INHERITANCE TAX OF DEDUCTIONS AND ASSESSMENT OF TAX
CO�Vt�I�° REV-1547 EX AFP (11-14)
Po Box zao6 C} FFtCE OF
HARRISBURG 4_17128- 11-r� n F \11 I LL
V 4f DATE 12-29-2014
ZOl� �� 29 Gn 12 �� ESTATE OF GABRIEL MARY M
li DATE OF DEATH 05-07-2014
CLEC,, OF FILE NUMBER 21 14-0465
GABRffiPHANS' CA�L�ANJJ COUNTY CUMBERLAND
ACN 101
13VJ,7A_ R AGE HOUSE RD APPEAL DATE: 02-27-2015
MIDDLETOWN PA 17057-5963 (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 --I RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GABRIEL MARY MFILE NO. :21 14-0465 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
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) 143,091 .57 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,497.00
6. Jointly Owned Property (Schedule F) C6) 7,697.35
7. Transfers (Schedule G) (7) 28,770.71
8. Total Assets (8) 181 ,056.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,015. 15
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 7,015.15
12. Net Value of Tax Return (12) 174,041 .48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 174,041 .48
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) 174.041 _4A X 045 = 7,831 .87
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,831 .87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-01-2014 CDO19498 391 .59 7,831 .87
TOTAL TAX PAYMENT 8,223.46
BALANCE OF TAX DUE 391 .59CR
INTEREST AND PEN. .00
TOTAL DUE 391 .59CR
* 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.