HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX �` DEPARTMENT OF REVENUE
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WILLS
DATE 03-30-2015
2a1S M 30 PM 12 37
ESTATE OF GALBRAITH JAMES C
DATE OF DEATH 02-06-2014
CLEQF FILE NUMBER 21 14-0130
JOHt&b JH A'3QP, C KUNALD E COUNTY CUMBERLAND
ACN 101
7fIPVjlK2-E7,STIC APPEAL DATE: 05-29-2015
CARLISLE PA 17013-3216 (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: GALBRAITH JAMES CFILE NO. :21 14-0130 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 175,000.00 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 portion
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) 71,0 39.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) C7) 122,534. 19
8. Total Assets C8) 368,573.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) 59,3 02. 12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 50 ,166.26
11. Total Deductions C11) 109,468.38
12. Net Value of Tax Return (12) 259,105.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 259,105.57
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) 1 22,534- 1 9 X 045 = 5,514.04
17. Amount of Line 14 at sibling rate C17) 136,571 -38 X 12 = 16,388.57
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 21,902.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-17-2014 CDO19917 .00 21,902.61
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-18-2014 TOTAL TAX PAYMENT 21,902.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. 19.76
TOTAL DUE 19.76
* 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.