HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX IN
•-•, c�---',-,� ��, REV-1547 EX AFP (11-14)
PO BOX 280601 R E C O R D- t ,
HARRISBURG PA 17128-0601 R CC nk -
DATE 03-09-2015
1015 10 PI'� C S ESTATE OF GILSON JOHN I
DATE OF DEATH 08-05-2014
ri ^ FILE NUMBER 21 14-0775
OR'+' I k•I'. - COUNTY CUMBERLAND
TRIMMER IVIC'KY A ACN 101
PO BOX 659C1)M""'..' ' APPEAL DATE: 05-08-2015
MECHANICSBURG PA 17055-0659 (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----- 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: GILSON JOHN IFILE NO. :21 14-0775 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 286,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 40,126.00 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 CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 35,431 .00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 361 ,557.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,455.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 108,431 .00
11. Total Deductions (11) 121,886.00
12. Net Value of Tax Return C12) 239,671 .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 239,671 .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) 7A9.671 -DU x 045 = 10,785.00
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,785.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-28-2014 CDO19854 539.25 10,246.00
TOTAL TAX PAYMENT 10,785.25
BALANCE OF TAX DUE .25CR
INTEREST AND PEN. .00
TOTAL DUE .25CR
■ 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.