HomeMy WebLinkAbout09-24-15 r NOTICE OF INHERITANCE TAX pennsYlvania
BUREAU OF INDIVIDUAL raxEs
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF TAX
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT
PO BOX 280601 REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-0601
ME-CCRDED OrriC"DA E 09-21-2015
,1,'1L1ESTATE OF POLLOCK GRACE M
DATE OF DEATH 02-15-2013
?0I5 SEP 24 tM 12F,5WE NUMBER 21 13-0280
COUNTY CUMBERLAND
CULLEN ESQ DENNIS P C! E,,j, ^ri' ACN 101
STE 201d R P H A APPEAL DATE: 11-20-2015
►', See reverse side under Ob ecdons
1011 MUMMA RD � j )
LEMOYNE PA 1704;UMB E RLA,-D E Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS-LINE - '--I 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: POLLOCK GRACE MFILE NO. :21 13-0280 ACN: 101 DATE: 09-21-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
00 credit to your account,
0 0 submit the upper portion
S. 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) .0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 00
12. Net Value of Tax Return (12) 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 14,874,187.70
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) 1 4.R34.1 R7_70 X 045 = 667,538.45
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 40,000.00 X 15 = 6,000.00
19. Principal Tax Due C19)= 673,538.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-14-2013 CDO17605 33,676.92 945,000.00
04-03-2014 REFUND .00 305,138.47-
03-18-2015 CD020371 .00 86,812.45
TOTAL TAX PAYMENT 760,350.90
BALANCE OF TAX DUE 86,812.45CR
INTEREST AND PEN. . 00
TOTAL DUE 86,812.45CR
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.
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
1 -060
DECEDENT'S NAME FILE NUMBER
Pollock, Grace 2113-0280
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Forwarded to Post Assessment Review Unit in reference to the reduction to schedule I.
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