HomeMy WebLinkAbout08-04-15 (2) NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTOF REVENUE
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INHERITANCE TAX DIVISION ""' REV-1547-1547EXXAFP (11-14)
PD RECORDED OFFICE OF
HARRISRISBURGURG PPA 17128-0
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REGISTER OF WILLS DATE 07-20-2015
�} e pp�t��++ ESTATE OF GARELL-SHUEY LOUISE A
?U1J .8UU `f HM 9 13 DATE OF DEATH 06-04-2014
FILE NUMBER 21 14-0571
CLEF, OF COUNTY CUMBERLAND
GALLOWAY MW HA Y4B0t'r R ACN 101
54 E MAAPPEAL DATE: 09-18-2015
L ' `' ' See reverse side under Objections)
MECHANICSB PA 17055-'3851 � J )
Amount Remitted ,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THISLINERETAIN-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: GARELL-SHUEY LOUISE AFILE NO. :21 14-0571 ACN: 101 DATE: 07-20-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C 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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 95,8 63.81
6. Jointly Owned Property (Schedule F) (6) 12,995.92
7. Transfers (Schedule G) (7) 621,843.59
B. Total Assets (8) 873,203.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 22,282.32
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 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) 2,000.00
14. Net Value of Estate Subject to Tax C14) 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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 871 •_577-38 X 045 = 36,959.51
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 2,000.00 X 15 = 300.00
19. Principal Tax Due C19)= 37,259.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.