HomeMy WebLinkAbout03-03-14 NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX .. __�
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-25-2014
ESTATE OF ROTZ JR OLIVER R
DATE OF DEATH 02-09-2013
FILE NUMBER 21 13-1148
COUNTY CUMBERLAND
WEIGLE ESQ JERRY A ACN 101
126 E KING ST APPEAL DATE: 04-26-2014
SHIPPENSBURG PA 17257-1326 (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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROTZ JR OLIVER RFILE NO. :21 13-1148 ACN: 101 DATE: 02-25-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) no credit to your account,
.00 submit the upper portio,
3. Closely Held Stock/Partnership Interest (Schedule CJ (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,734.56
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 2,867.91
8. Total Assets (8) 17.602.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.321 .26
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 15,321 .26
12. Net Value of Tax Return (12) 2,281 .21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . DO
14. Net Value of Estate Subject to Tax C14) 2,281 .21
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) 2,281 .21 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - n x 045 = .00
17. Amount of Line 14 at sibling rate (17) .nn X _
18. Amount of Line 14 taxable at collateral rate (18) .00 X Q
19. Principal Tax Due i 7pr 1,r,0:
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID W -- (.=•
DATE NUMBER INTEREST/PEN PAID (-)
N F_ rri
Y J- "'D G7
O �
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+ 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. `\n