HomeMy WebLinkAbout07-20-15 NOTICE OF INHERITANCE TAX --r77. ..... Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF-
REGISTER OF WILLS DATE 07-20-2015
ESTATE OF GARELL-SHUEY LOUISE A
?015 JUL 20 PM 12 39 DATE OF DEATH 06-04-2014
FILE NUMBER 21 14-0571
CLERK OF COUNTY CUMBERLAND
GALLOWAY ESQ ORMARS' MRT ACN 101
54 E MAIN StUMBERLANDPA APPEAL DATE: 09-18-2015
MECHANICSBURG PA 1705 (See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
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R-V:-li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--O-F-INHERITANCE-TAX--APP-R-Aii-E-M-E;i-,-ALLOWANCE-6-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GARELL-SHUEY LOUISE AFILE N0- :21 14-0571 ACN- 101 DATE: 07-20-2015
TAX RETURN WAS: ) ACCEPTED AS FILED X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 142,500.00 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 portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 95,863.81
6. Jointly Owned Property (Schedule F) (6) 12,995.92
7. Transfers (Schedule G) (7) 621,843.59
8. Total Assets (8) 873,203.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22,282.32
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 25,598.62
11. Total Deductions (11) 47,880.94
12. Net Value of Tax Return (12) 825,322.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2,00 0.00
14. Net Value of Estate Subject to Tax (14) 823,322.38
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) R21 522-38 x 045 = 36,959.51
17. Amount of Line 14 at sibling rate (17) An x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 2,000.00 x 15 = 300.00
19. Principal Tax Due (19)= 37,259.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-02-2014 CDO19621 1,578.95 30,000.00
03-02-2015 CD020303 .00 5,197.03
INTEREST IS CHARGED THROUGH 08-04-2015 TOTAL TAX PAYMENT 36,775.98
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 483.53
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 6.07
TOTAL DUE 489.60
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.
REV-1470 EX(01-10)
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p y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN15041818
PO Box 280601
I
DECEDENT'S NAME FILE NUMBER
Louise A.G. Shuey 2114-0571
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Specific bequests are taxable outright to the beneficiary/les before determining residue.
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