Loading...
HomeMy WebLinkAbout03-10-14 NOTICE OF INHERITANCE TAX r pennsyLvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ---� REV-1547 EX AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-060I DATE 03-03-2014 ESTATE OF RUBLE PAULA M DATE OF DEATH 03-01-2013 FILE NUMBER 21 13-1195 COUNTY CUMBERLAND ROGERS ESQ ELYSE E ACN 101 STE 400 APPEAL DATE: 05-02-2014 635 N 12TH ST (See reverse side under Objections) LEMOYNE PA 17043-1247 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- R-E '--- " - - - -- " - - '-V-1547--EX -AFP---COS-13) NOTICE OF INHERITANCE--' '- --- TAX----APPRAISEMENT----'-----,--ALLOWANCE'-- -'- OR---------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: RUBLE PAULA MFILE NO. :21 13-1195 ACN: 101 DATE: 03-03-2014 TAX RETURN WAS: (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) .00 credit to your account, 00 submit the upper portion S. Closely Held Stock/Partnership Interest (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) 163,136.83 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 143,998.33 8. Total Assets CB) 307.135. 16 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00 10. Debts/Mortgage Liabilities/Liens CSchodule I) (10). .00 11. Total Deductions (11) .00 12. Net Value of Tax Return (12) 307,135. 16 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 307,135. 16 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) 307,135.16 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) nn X 045 = .00 17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate CL B) .00 X 15 = .00 19. Principal Tax Due (19)=Y,00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) t "x7 AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 1- 30 fit_ {ra y c C TOTAL TAX PAYMENT' p) 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.