HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL Taxes
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 17 DEPARTMENT OF REVENUE
OF TAX
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT
PO BOX 280601 REV-1547 EX AFP (03-13)
HARRISBURG PA 17128-0601 RECORDED OFFICE 0 F
REGISTER OF 1?iLDTE 06-04-2013
�•, pp E� ATE OF RITZIE WALTER C
G13 f�iRY 31 1111 1 JF DEATH 1
NUMBER 21 3-0055
THOMAS E FLOWER ESQ
CLERK OF COUNTY CUMBERLAND
10 W HIGH ST !� ORPHANS COURTcN APPEAL DATE: 08-03-2013
CARLISLE PA 170130•�MERLAND CO., PA (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 4—REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RITZIE WALTER CFILE NO. :21 13-0055 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 192,000 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,745.89 credit to your account,
submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 646,961 .51
6. Jointly Owned Property (Schedule F) (6) 317,710.91
7. Transfers (Schedule G) (7) 460,098.94
8. Total Assets (8) 1 ,619.517.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 56 .215.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 112.50
11. Total Deductions (11) 56,328.44
12. Net Value of Tax Return (12) 1 ,563,188.81
13. Charitable/Governmental Bequests; Non-elocted 9113 Trusts (Schedule J) '(13) 0
14. Net Value of Estate SubJect to Tax (14) 1,563, 188.81
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 •50.1118 R1 x 045 - 70,343.50
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)= 70,343.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-02-2013 CDO17392 3,515.79 66,800.00
PAYMENT MUST BE MADE BY 10-03-2013■. TOTAL TAX PAYMENT 70,315.79
BALANCE OF TAX DUE 27,71
INTEREST AND PEN. . 00
TOTAL DUE 27.71
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. (�