HomeMy WebLinkAbout05-14-15 Y NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX _+
INHERITANCE
E� TAX DIVISION OFFICE n L. REV-1547 EX AFP (11-14)
PO HARRISBURO� �dY1Qj
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REGIS 17 G WILLS
DATE 05-11-2015
?g1S RY 14 Pn 12 18 ESTATE OF GOTTSCHALL MERRILL L
DATE OF DEATH 05-13-2013
CLC�.•� Gr FILE NUMBER 21 13-0883
�
,i� COUNTY CUMBERLAND
WALGRR§JtTIT i` CTMURREL ACN 101
5��!! E�ttn�E �,'_ST" ^ - ;'•� APPEAL DATE: 07-10-2015
ME�HANICSBURG PA 17055-3851 (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: GOTTSCHALL MERRILL LFILE NO. :21 13-0883 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: ( 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) 30,000.0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,190.76
6. Jointly Owned Property (Schedule F) (6) 44,806. 14
7. Transfers (Schedule G) (7) 239,852.51
8. Total Assets (8) 325,849.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,986.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11 ,972.27
11. Total Deductions (11) 17,958.27
12. Net Value of Tax Return (12) 307,891 . 14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 307,891 . 14
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) ;07.891 - 14 X 045 = 13,855. 10
17. Amount of Line 14 at sibling rate (17) -0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 13,855. 10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-12-2013 CDO18016 236.84 4,500.00
02-12-2014 CDO18756 .00 7,000.00
01-02-2015 CD020093 11.84- 2,130. 10
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-03-2015 TOTAL TAX PAYMENT 13,855. 10
BALANCE OF TAX DUE .00
INTEREST AND PEN. 44.26
TOTAL DUE 44.26
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.