HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX r pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF- DEDUCTIONS AND ASSESSMENT OF TAX A
DEPARTMENT FREVENUE
INHERITANCE TAX DIVISION _.,_ -� �� REV-1547 EX AFP (11-14)
PD BOX UCORDED OFFICE OF
HARRISBURGURG PPA 17128-0
A
REGISTER OF WILLS DATE 07-13-2015
ESTATE OF MEANS GERALD B
1015 AIL 13 PM 12 09 DATE OF DEATH 11-17-2014
FILE NUMBER 21 14-1210
CLERK OF COUNTY CUMBERLAND
IRWIN ESCORP�{ GE�� �-T ACN 101
354 ALE�CrQtJA��3 ���I� RIl APPEAL DATE: 09-11-2015
CARLISL�UMBERLAtP 1�70,1�, 7451 (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 C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEANS GERALD BFILE NO. :21 14-1210 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 233,400.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 343.63
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) 4,640.74
8., Total Assets (8) 238,384.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14,4 87.6 3
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 22,367.65
11. Total Deductions (11) 36,855.28
12. Net Value of Tax Return C12) 201,529.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (18) . 00
14. Net Value of Estate Subject to Tax (14) 201,529.09
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) 201,529.09 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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 \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.