HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT FREVENUE
A
INHERITANCE TAX DIVISION � � REV-1547 EX AFP (11-14)
PO BOX 2806018%PA 171280.602 f,_ ,= W r
E C� ' DATE 03-16-2015
ESTATE O
,015 W 1 b f I l L9 DATE OFDEATH 02-08-2014 BETTJ
FILE NUMBER 21 14-0367
CI_LEi- COUNTY CUMBERLAND
TREGO CO XE) , SUSAN• -•- J 101
t np I.;t,, , ACN
1337 K(� RBLVD, APPEAL DATE: 05-15-2015
CARLIS 11" PA 17015-9733 (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 - -1 --RETAIN-LOWER-PORTION FOR-YOUR RECORDS- --------------
-------------------- ------- - ---- --- ---- -------- ---------
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOTTSHALL BETTY JFILE N0. :21 14-0367 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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) .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 CSchedule E) (5) 13,152.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 168,940.97
8. Total Assets (8) 182,093.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,04 2.30
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 147.00
11. Total Deductions (11) 7,189.30
12. Net Value of Tax Return C12) 174,904.62
13. -Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 174,904.62
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) 174.9n4-42 X 045 = 7,870.71
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,870.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-30-2014 CDO19082 393.54 7,500.00
TOTAL TAX PAYMENT 7,893.54
BALANCE OF TAX DUE 22.83CR
INTEREST AND PEN. .00
TOTAL DUE 22.83CR
* 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.