HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX -7pennsylvania
APPRAISENENT, ALLOWANCE OR DISALLOWANCE /
_T XES DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
E-T'AX1)IVrS r OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EY AFP (11-14)
�NXITMNC8601
HARRIS BURG-PA 17128"4601'-'
DATE 03-23-2015
ESTATE OF GRUNDIG MARGARET A
_J DATE OF DEATH 09-19-2014
FILE NUMBER 21 14-1061
COUNTY CUMBERLAND
OR, PREY ROBERT G ACN 101
5 S HANOVER ST APPEAL DATE: 05-22-2015
CARLISLE PA 17013-3307 (See reverse side under Objections)
Amount Remittedl
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRUNDIG MARGARET AFILE NO. :21 14-1061 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 326,600.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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 (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,000.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 331,600.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,450.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,500.32
11. Total Deductions (11) 10,950.82
12. Net Value of Tax Return (12) 320,649.18
15. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 320,649.18
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) i2n .449, iRIx 045 = 14,429.21
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)= 14,429.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-10-2014 CDO19887 721 .46 13,750.00
TOTAL TAX PAYMENT 14,471 .46
BALANCE OF TAX DUE 42.25CR
INTEREST AND PEN. .00
TOTAL DUE 42.25CR
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.