HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��1 ►i��t DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
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PO BOX 280
HARRISBURG6PA 17128-0601 RECORDcD OFFICE OF
F( r;S'I _n OF ";L L S DATE 10-28-2013
-nT �� y)n ESTATE OF ROHRER BETTY J
-J i i 29 DATE OF DEATH 07-24-2012
FILE NUMBER 21 12-0899
CL EE.h C COUNTY CUMBERLAND
SHADE ESQ WAS' Ekc) - F ��,�� ACN 101
53 W POMFRET ST,_ ��. , �' """ APPEAL DATE: 12-27-2013
CARLISLE �' 'PA-17013-321-7 ' .A (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
---RETAIN-LOWER-PORTION-FOR-YOUR'RECORDS
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REV-1547 EX AFP (08--13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROHRER BETTY JFILE NO. :21 12-0899 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 136,043.96 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interesk (Schedule C) (3) . of this form with Your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 12,230.01
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 28,139. 16
S. Total Assets (8) 176,413.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 14,120.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 1 ,212.80
11. Total Deductions (11) 15,333.46
12. Net Value of Tax Return (12) 161,079.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 161 ,079.67
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 C16) I61 .1179- 67 X 045 = 7,248.59
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)= 7,248.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-10-2012 CDO16620 263. 16 51000.00
08-14-2013 CDO18021 .01- 1 ,985.44
08-14-2013 CDO18022 18.22- 18.39
TOTAL TAX PAYMENT 7,248.76
BALANCE OF TAX DUE . 17CR
INTEREST AND PEN. .00
TOTAL DUE . 17CR
• 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. (�}�