HomeMy WebLinkAbout03-14-14 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-0547 IX ARE (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF RIORDAN JOAN G
DATE OF DEATH 04-14-2012
FILE NUMBER 21 12-0640
COUNTY CUMBERLAND
CONNELL ESQ RICHARD E ACN 101
2303 MARKET ST APPEAL DATE: 05-16-2014
CAMP HILL PA 17011-4627 (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 -10 RETAIN LOWER PORTION FOR-YOUR-RECORDS (-
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REY-2547 EX AFP 008-13) NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RIORDAN JOAN GFILE NO. :21 12-0640 ACN: 101 DATE: 03-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 219,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) .00 credit to your account,
00 submit the upper portior
3. Closely Hold Stock/Partnership Interest (Schedule C} t3I of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 100
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets C8) 219.200 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 25,760.89
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0.0.
11. Total Deductions (11) 253=, 60.89
12. Not Value of Tax Return (12) 193 439.11:3'?
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) tm.)
rn
14. Net Value of Estate Subject to Tax (14) -.'(� 85Lz925",Witt
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 14 Vor li:Wil_ "_'i-,
reflect figures that include the total of all returns assessed tpd¢ te. --`„--
ASSESSMENT OF TAX: nC;
OC
15. Amount of Line 14 at spousal rate (15) .00 X 00,
16. Amount of Line 14 taxable at lineal rate (16) RF,I .92E_9S X 04$ 38>336 -
17. Amount of Line 14 at sibling rate (17) .00 X 12 7 .00"T7
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due 019}= 38,536.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID {^)
07-12-2012 CDC16256 1,526.3 29,000.00
12-12-2013 CDO18525 212.63- 8,704.76
12-31-2013 REFUND .00 849.69-
INTEREST IS CHARGED THROUGH 04-01-2014 TOTAL TAX PAYMENT 38,168.76
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 167.91
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.25
TOTAL DUE 169. 16
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE `\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS.