HomeMy WebLinkAbout05-20-15 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 F F,C 1: 0 F
HARRISBURG PA 17J W1 ORDED C L
R E 0,i TE t "JF V,,'!L L S
DATE 05-18-2015
?ois MY 20 RM 10 58 ESTATE OF BRINTON GERALD S
DATE OF DEATH 04-20-2013
CL[F.:'\" OF FILE NUMBER 21 13-0542
-TH COUNTY CUMBERLAND
STONE ESQRPHAi1:1YA1Ab'_' i ACN 101
414 BRttq,�CS'T'�, APPEAL DATE: 07-17-2015
NEW CUMBERLAND PA 17070-1927 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -11 RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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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: BRINTON GERALD SFILE NO. :21 13-0542 ACN: 101 DATE: 05-18-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 42,814.54 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 980.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 43,794.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 130.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) C10) .00
11. Total Deductions (11) 130.00
12. Net Value of Tax Return (12) 43,664.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 750,852.49
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) 75:ifl.AR2_49 x 045 = 33,788.36
17. Amount of Line 14 at sibling rate C17) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 33,788.36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-12-2013 CDO17876 1,578.95 30,000.00
12-06-2013 CDO18508 .00 244.51
12-11-2014 CD020025 .00 1,964.90
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-12-2014 TOTAL TAX PAYMENT 33,788.36
BALANCE OF TAX DUE .00
INTEREST AND PEN. 52.36
TOTAL DUE 52.36
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.