HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX - pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX to
PO BOX 280601
REV-1547 EX AFP CUB-13)
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF RESETAR ROSEMARY A
DATE OF DEATH 03-19-2013
FILE NUMBER 21 13-0358
COUNTY CUMBERLAND
BRINSER GERALD i ACN 101
6 E MAIN ST APPEAL DATE: 05-23-2014
PO BOX 323 (See reverse side under Objections)
PALMYRA PA 17078 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: RESETAR ROSEMARY AFILE NO. :21 13-0358 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 174,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portion
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) 189,346.46
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 197,631 .54
8. Total Assets (8) 561 .878.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 50 ,698. 04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1 p) 2.559.79
11. Total Deductions (11) 53,257.83
12. Net Value of Tax Return (12) 508,620. 17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) o ^on
CC77
14. Net Value of Estate Subject to Tax Q4) r�88,6�0�.7
n
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 98'nd�/o�9 a
reflect figures that include the total of all returns assesse tw to –i a
ASSESSMENT OF TAX: 3> YV M m
15. Amount of Line 14 at spousal rate (15) . 00 )(27,8,0��7 Y -00
16. Amount of Line 14 taxable at lineal rate (16) rns.62n . 17 X 549-b„�
17. Amount of Line 14 at sibling rate (17) -00 X2 °'T1 3 � 4-00 18. Amount of Line 14 taxable at collateral rate (18) .00 X5�- F� 0
19. Principal Tax Due 2 ,8 O1
TAX CREDITS: ,' W
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-17-2013 CDO17769 1,144.40 21,850.00
TOTAL TAX PAYMENT 22,994.40
BALANCE OF TAX DUE 106.49CR
INTEREST AND PEN. .00
TOTAL DUE 106.49CR
> 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.
t
REV-1470Ex(01-10)
5 ' pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION .
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Rosemary A Resetar 2113-0358
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Reduced schedule E assets per receiving letter from attorney.
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