HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA I7128-0602
DATE 02-17-2014
ESTATE OF APA RUTH M
DATE OF DEATH 12-07-2006
FILE NUMBER 21 06-1138
COUNTY CUMBERLAND
SCARINGI MELANIE W ACN 101
STE 106 -- - APPEAL DATE: 04-18-2014
2000 LINGLESTOWN RD (See reverse side underOBjeeffons)
HARRISBURG PA 17110-9347 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 (0$-13)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: APA RUTH MFILE NO. :21 06-1138 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO, 02
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Inter¢st (Schedule C) (3) 00 submit the upper Portion
of this form with Your
4, Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 412,102.12
6. Jointly Owned Property (Schedule F) (6) •00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 412,1 02.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9). 20,835.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) •00
11. Total Deductions (11) 20,835.11
12. Net Value of Tax Return (12) 391,267.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax t14J _ 592,170.52
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1"J nd/or 19.
reflect figures that include the total of all returns assessed ta:,' j
date. -
ASSESSMENT OF TAX: ',-;�_
15. Amount of Line 14 at spousal rate (15) .00 X OOb' w
16. Amount of Line 14 taxable at lineal rate (16)- 592,1711-r? X 04 26,647.46-
17. Amount of Line 14 at sibling rate (17) .00 X 12—'P + .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X I5`D .00L 7
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) C+.
AMOUNT PAID
DATE NUMBER INTERESTlPEN PAID (-)
08-31-2007 CDO08616 .00 15,559.90
10-14-2013 CDO18258 .00 11,087.78
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-15-2013 TOTAL TAX PAYMENT 26,647.68
BALANCE OF TAX DUE 100
INTEREST AND PEN. 2,983.54
TOTAL DUE 2,983.59
+ 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. `Ep`