HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX -
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 � ^r r.-
HARRISBURG P 7& -_ A,_„QX
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RE C' DATE 03-16-2015
�1 p t ESTATE OF GENTRY MARGARET T
1115 ! ��11 1CJ :`'!i 12 DATE OF DEATH 02-17-2014
FILE NUMBER 21 14-0215
GLLCOUNTY CUMBERLAND
CONF LP- SUSAN H ACN 101
2331 �1�ARtl�'ET`ST` APPEAL DATE: 05-15-2015
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T' See reverse side under Objections)
CAP%�H�L--L -- PA 17011-4642 � b J )
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 F- --------------
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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: GENTRY MARGARET TFILE NO. :21 14-0215 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 262,094.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 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 (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 2,84 9.90
6. Jointly Owned Property (Schedule F) C6) 226,765.68
7. Transfers CSchedule G) C7) .00
8. Total Assets C8) 531 ,709.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 2 5,73 9.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,779.59
11. Total Deductions (11) 32,519.30
12. Net Value of Tax Return (12) 499,190.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 499,190.28
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 C16) 499.1 90 -28 X 045 = 22,463.56
17. Amount of Line 14 at sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 22,463.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-15-2014 CDO19164 1,084.21 20,600.00
10-27-2014 CD019841• .00 1,022.56
TOTAL TAX PAYMENT 22,706.77
BALANCE OF TAX DUE 243.21CR
INTEREST AND PEN. .00
TOTAL DUE 243.21CR
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. `,n