HomeMy WebLinkAbout02-02-15 (3) NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Uav
INHERITANCE TAX DIVISION tt _ t _ REV-1547 EX AFP (11-14)
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DATE 02-02-2015
7015 FEB 2 I l9 FM ESTATE OF GONTER JOHN R
II DATE OF DEATH 01-27-2013
��' �`_ FILE NUMBER 21 13-0165
COUNTY CUMBERLAND
EN&REH ,�T, ^''D�AVID ACN 101
4�I Ad82 .9 , , - _ APPEAL DATE: 04-03-2015
7 U 4 �YS B U R N RD (See reverse side under Objections)
CAMP HILL PA 17011-7490 Amount Remitted 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
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GONTER JOHN RFILE NO. :21 13-0165 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 455,512.58 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15,098.55
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 117,849.41
S. Total Assets (8) 588,460.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,377.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 579.22
11. Total Deductions (11) 7,956.75
12. Net Value of Tax Return (12) 580,503.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 580,503.79
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) 9;Rn .RnA_79 X 045 = 26,122.67
17. Amount of Line 14 at sibling rate (17) .n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 26,122.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-22-2014 CDO19702 .00 26,122.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-23-2014 TOTAL TAX PAYMENT 26,122.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. 706.88
TOTAL DUE 706.88
* 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.