HomeMy WebLinkAbout04-20-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTF REVENUE
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INHERITANCE TAX DIVISION ��� REV-1547-1547EXXAFP (11-14)
PO BOX 211064
HARRISBURGEje1Qa�di D O F F!G E O F
REGISTEIR C F WILLS DATE 04-20-2015
PPR 2U �� 1 nJ ESTATE OF COLEMAN GORDON W
J f U .1DATE OF DEATH 10-09-2013
_ FILE NUMBER 21 13-1096
CLER1, CF COUNTY CUMBERLAND
AND 6 ," �, IhRELL K ACN 101
17��1��jIl10►�,�,sT. APPEAL DATE: 06-19-2015
HA1A`I,�URG" r PA '17102-2305 (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 4
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COLEMAN GORDON WFILE NO. :21 13-1096 ACN: 101 DATE: 04-20-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 269,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,169,648.09 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) 20 2,5 03.22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)
31,000.00
8. Total Assets (8) 1 ,672,151.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 151 ,656. 18
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 583. 15
11. Total Deductions (11) 152,239.33
12. Net Value of Tax Return (12) 11519,911.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5,000.00
14. Net Value of Estate Subject to Tax (14) 1,514,911 .98
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) 1 •F,1 4•91 1 _9S x 045 = 68,171.04
17. Amount of Line 14 at sibling rate C17) .110 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 68,171 .04
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-06-2014 CDO18620 3,197.37 60,750.00
07-08-2014 CDO19393 .00 10,000.00
TOTAL TAX PAYMENT 73,947.37
BALANCE OF TAX DUE 5,776.33CR
INTEREST AND PEN. .00
TOTAL DUE 5,776.33CR
* 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.