HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX 1_7
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDI�L E C- OF DEDUCTIONS AND ASSESSMENT OF TAXDEPARTMENT OF REVENUE
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N FIN 19 p�� 12 1U ESTATE OF GANGDATE MARIE
MARIE T
DATE OF DEATH 03-29-2014
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FILE NUMBER 21 14-0475
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O W E,RMOTT ESQ PAULA i ACN 101
CULL'-22- APPEAL DATE: 07-10-2015
17 N 2ND ST (See reverse side under Objections)
HARRISBURG PA 17101-1638 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 C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GANG MARIE TFILE NO- :21 14-0475 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 11000.00 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 283,502.43
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 1,312,325.09
8. Total Assets (8) 1 ,596,827.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,365.29
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24,696.81
11. Total Deductions (11) 28,062. 10
12. Net Value of Tax Return (12) 1,568,765.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1,568,765.42
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:68•76;-62 X 045 = 70,594.44
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 70,594.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-27-2014 CDO19361 3,421 .05 65,000.00
12-29-2014 CD020072 .00 2,173.39
TOTAL TAX PAYMENT 70,594.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE f,�\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.