HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 1- t
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 RECISTEF, OF �VILLS
DATE 08-17-2015
pftAJA7W OF GORDON DARRELL R
?015 AUG 26 E F DEATH 11-24-2010
C L E I-k FILE NUMBER 21 10-1212
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MELLINGER KARI E ORPHANS' CojC
COUNTY CUMBERLAND
101
3513 N FRONT ST CUMBERLAU, APPEAL DATE: 10-16-2015
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HARRISBURG PA 17110-1438 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GORDON DARRELL RFILE NO. :21 10-1212 . ACN: . 101 DATE: 08-17-2015
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 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.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 109,513.43
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 109,513.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,290.97
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 7,290.97
12. Net Value of Tax Return (12) 102,222.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 102,222.46
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) 51,111 .23 x 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 51 -> > > -27A x 045 = 2,300.01
17. Amount of Line 14 at sibling rate C17) _.nO I x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due C19)= 2,300.01
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-16-201.5 CD020535 .00 21300.01
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-17-2015 TOTAL TAX PAYMENT 2,300.01
BALANCE OF TAX DUE .00
INTEREST AND PEN. 251.03
TOTAL DUE 251 .03
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.