HomeMy WebLinkAbout05-13-14 NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMi; MLLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES r;C.f`�'bl� �UDIi,, $ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -��' REV-154] IX AFP COB-13)
PO BOX 280601 ` -`'f' (-. "M IQ
HARRISBURG PA 17128-0601 ilt�� �- �� '�Lbj
; 1� � � �q ��; + DATE 05-12-2014
ESTATE OF WARD ROSCOE C
DATE OF DEATH 03-25-2013
FILE NUMBER 21 13-0528
CAMERON ESQ JpM Cr RON'S COURT COUNTY CUMBERLAND
1325 N FRONT ST �.Ium '4l.AND CO., PA ACN APPEAL DATE: 07-11-2014
HARRISBURG PA 17102-2629 (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 --0- RETAIN LOWER PORTION FOR YOUR RECORDS 4---
REV-1547 EX AFP C08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WARD ROSCOE CFILE NO. :21 13-0528 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 30. 10 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/Hates Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 48,689.54
6. Jointly Owned Property (Schedule F) (6) 18,697. 01
7. Transfers (Schedule G) (7) 37,655.73
8. Total Assets (e) 105.072.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25.749.93
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.767. 10
11. Total Deductions (11) 31 ,517.03
12. Net Value of Tax Return (12) 73,555.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 337.82
14. Net Value of Estate Subject to Tax (14) 73,217.53
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) 73.217-r.3 X 045 = 3,294.79
17. Amount of Line 14 at sibling rate (17) -n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 3,294.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-24-2013 CDO17789 105.26 2,000 . 00
06-24-2013 CDO17790 59.48 11500.00
TOTAL TAX PAYMENT 3,664.74
BALANCE OF TAX DUE 369.95CR
INTEREST AND PEN. .00
TOTAL DUE 369.95CR
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.
1N