HomeMy WebLinkAbout09-14-15 NOTICE OF INHERITANCE TAX , pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
_ OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DI ISN-, n{- q n,^ r
PO BOX 2801'1E( 01\I i OFFICE 1UL Q` REV-1547 EX AFP (11-14)
HARRISBURG A 1`128-0601., t t s i J
DATE 09-07-2015
M-5 �NI:; ESTATE OF GIBB FRANCES M
DATE OF DEATH 08-18-2014
�, FILE NUMBER 21 14-0841
,. p COUNTY CUMBERLAND
GRIFCBFI�E�'�� BRADLEY L ACN 101
208�,AYANOVER ST APPEAL DATE: 11-06-2015
CARLISLE PA 17013-2423 (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--------� RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS E-
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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: GIBB FRANCES MFILE NO. :21 14-0841 ACN: 101 DATE: 09-07-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •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) C3) .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) 7,018.93
6. Jointly Owned Property (Schedule F) (6) 5,422.44
7. Transfers (Schedule G) (7)
35,537.57
8. Total Assets (8) 47,978.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,907.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 641 .46
11. Total Deductions (11) 5,549.40
12. Net Value of Tax Return (12) 42,429.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 42,429.54
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) 47.479_F4 X 045 = 1,909.33
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 (19)= 1,909.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-17-2014 CDO19918 95.47 2,000.00
TOTAL TAX PAYMENT 2,095.47
BALANCE OF TAX DUE 186. 14CR
INTEREST AND PEN. .00
TOTAL DUE 186. 14CR
* 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. \ 1