HomeMy WebLinkAbout08-17-15 NOTICE OF INHERITANCE TAX r" pennsytvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE Tl�C ffJ�S�i{ll{CQ OFFICE
O� REV-1547 EX AFP (11-14)
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gyp(( U jj 1f t-J DATE 08-10-2015
7oiS RUG 17 PM 12 �9 ESTATE OF GATES EMMA R
DATE OF DEATH 06-27-2014
C SPE , Cs FILE NUMBER 21 14-0754
SAIDIQRPHAii S' 'ROBERT C COUNTY CUMBERLAND
ACN 101
26 I(1(} jFT� ,<r' + � APPEAL DATE: 10-09-2015
CARLISLE PA 17013-2922 (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 -1� RETAIN LOWER PORTION FOR YOUR RECORDS
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GATES EMMA RFILE NO. :21 14-0754 ACN: 101 DATE: 08-10-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •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) C4) .00, tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 288,418.21
6. Jointly Owned Property (Schedule F) (6) 49,292.75
7. Transfers (Schedule G) (7) 00
S. Total Assets (8) 337,710.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,25 0.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,731 . 19
11. Total Deductions (11) 4,981 . 19
12. Net Value of Tax Return (12) 332,729.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,000.00
14. Net Value of Estate Subject to Tax (14) 331,729.77
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) iil •779-77 X 045 = 14,927.84
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = 00
19. Principal Tax Due (19)= 14,927.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-19-2014 CDO19699 631.58 12,000.00
03-24-2015 CD020400 .00 2,296.26
TOTAL TAX PAYMENT 14,927.84
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.