HomeMy WebLinkAbout03-15-11. NOTICE OF INHERITANCE TAX pennsylvan~a ~
APPRAF"SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OFD DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
_ DATE 03-07-2011
ESTATE OF HERRE RUTHE S
DATE OF DEATH 12-01-2009
- ~ - -_- FILE NUMBER 21 09-1189
` " `~--, COUNTY CUMBERLAND
STEPHEN F'/fi4{9flRE~-~Sf~ '- ~ ~ `-, ACN 101
2931 N FRONT ST APPEAL DATE: 05-06-2011
H B G P A 17110 ( See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HERRE RUTHE SFILE N0.:21 09-1189 ACN: 101
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OR
DATE: 03-07-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 180, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 89,336.96 credit to your account,
0 0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 40,804.68
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 310 , 141.64
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 24,511.2 7
10. Debts/Mortgage Liabilities/Liens (Schedule I ) (10) 91 , 838.74
11. Total Deductions (11) 116,350.01
12. Net Value of Tax Return (12) 193,791.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 193,791.63
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 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 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 187 , 541.64 x 045 = 8, 439.37
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 6,250.00 X 15 = 937.50
19. Principal Tax Due ( 19)= 9 , 37b . 87
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-30-2010 CD013280 .00 10,849.38
TOTAL TAX PAYMENT 10,849.38
BALANCE OF TAX DUE 1,472.51CR
INTEREST AND PEN. .00
TOTAL DUE 1,472.51CR
* 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 OF THIS FORM FOR INSTRUCTIONS.
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