HomeMy WebLinkAbout05-31-13 RECORDED OFFICE OF'
RECIST"r AY wDRI OF INHERITANCE TAX QPpennsylvania
A)PI�R S�MEA'Y. ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
POH box T780601 DIVISION )(13 MY ]1 AM j J6 REV-1547 IX AFP tai-13)
HARRISBURG PA 17128-0601 LU 1) ti7 (Il '
CLERK 01 DATE 06-04-2013
ORPH j NS* COURT ESTATE OF RUEGG HERBERT J
CUMBERLAND CO., PA DATE OF DEATH 08-17-2012
FILE NUMBER 21 12-1190
COUNTY CUMBERLAND
DAVID J LENOX ACM 101 .
STE 3 APPEAL DATE: 08-03-2013
8 TRISTAN DR (See reverse side under Objections)
DILLSBURG PA 17019-1638 Amount Romittedi�----•-�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP t02-13) NOTICE OF IN TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUEGG HERBERT JFILE NO. :21 12-1190 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: t X) ACCEPTED AS FILED t } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) on NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
,00 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.
S. Cash/Bank Doposits/Mist, Personal Property (Schedule E) (5) . 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 471 ,330 .56
E. Total Assets CB) 471,330,56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 24,333.19
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 785.64
11. Total Deductions (11) 25,118.83
12, Net Value of Tax Return (12) 446,211 .73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate SubJect to Tax (14) 446,211 .73
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) 444,211 -7?; X 045 = 20,079.53
17. Amount of Line 14 at sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 20,079.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-08-ZD12 CDO16762 894.74 17,000.00
04-03-2013 CDO17401 .00 2,184.79
TOTAL TAX PAYMENT 20,079.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . 00
e 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. �/�