HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INALWRUA OFF1 CtLPMAISEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DI\S DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 uttoll,'TER OF WILLS
HARRISBURG PA 17128-0601
JUL 27 GM 2 06 DATE 07-27-2015
ESTATE OF GRIMES MARY J
CLERJ' O� DATE OF DEATH 06-25-2014
0 R P H A N S' C 7 FILE NUMBER 21 14-0653
SHULTZEUMBERU"EAN'_ _' - COUNTY CUMBERLAND
S' ' -- � �M ACN 101
26 W HIGH ST APPEAL DATE: 09-25-2015
CARLISLE PA 17013-2922 (See reverse side under Objections)
Amount Remitted I I
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 4-
R-i:-li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--O-F--INHERITANCE-TAX--APP-R-A-li-E-M-ENi-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRIMES MARY JFILE N0. :21 14-0653 ACN: 101 DATE: 07-27-2015
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 8) (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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 402,833.00
6. Jointly Owned Property (Schedule F) (6) 7,564.15
7. Transfers (Schedule G) (7) 202,754.70
8. Total Assets (8) 613,151.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,452.78
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 41 .06
11. Total Deductions (11) 15,493.84
12. Net Value of Tax Return (12) 597,658.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 597,658.01
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 cis) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 597.6,98-01 x 045 = 26,894.61
17. Amount of Line 14 at sibling rate (17) nO , x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 26,894.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-23-2014 CD019710 1,263.16 24,000.00
03-18-2015 CD020365 .00 1,631 .45
TOTAL TAX PAYMENT 26,894.61
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.