HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX A pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 2BB601
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REGIST%F; ',-F VT-L S DATE 08-31-2015
ESTATE OF GERMOND ROBERT E
��i[3 ��� $ O M 1.2 u1 3 DATE OF DEATH 01-22-2014
FILE NUMBER 21 14-0796
COUNTY CUMBERLAND
GUTT-NAtV SQ MAYER E ACN .101
�1� c80 APPEAL DATE: 10-30-2015
S LSP,,23 LWA�RI NGTON .AVE (See reverse side under Objections)
TOWSON MD 21204-4525 Amount Remitted
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 --------------
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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: GERMOND ROBERT EFILE NO. :21 14-0796 ACN: 101 DATE: 08-31-2015
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) C2) 142,598.24 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) 348,265.71
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 334,888.44
8. Total Assets (8) 825,752.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 46,538.86
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,564.22
11. Total Deductions (11) 59,103.08
12. Net Value of Tax Return (12) 766,649.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 766,649.31
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) .0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 7AA.A49-39 X 045 = 34,499.22
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due C19)= 34,499.22
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-22-2014 CDO19824 .00 45,000.00
TOTAL TAX PAYMENT 45,000.00
BALANCE OF TAX DUE 10,500.78CR
INTEREST AND PEN. 00
TOTAL DUE 10,500.78CR
* 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. f�\