HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX , pennsylvania
BUREAU of inbivinDAt TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (0B-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-21-2014
ESTATE OF RENNINGER PHYLLIS L
DATE OF DEATH 03-07-2013
FILE NUMBER 21 13-0324
COUNTY CUMBERLAND
KAUFMAN ESQ WILLIAM R ACN 101
STE B APPEAL DATE: 06-20-2014
940 CENTURY DR (SeereversesideunderObjections)
MECHANICSBURG PA 17055 Amount Remitted- - — I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ i--0, RETAIN LOWER PORTION FOR YOUR RECORDS (�
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REV-1547 EX AFP C08-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RENNINGER PHYLLIS LFILE NO. :21 13-0324 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS: t ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 125,060 .00 NOTE: To ensure proper
2. Stocks and Bonds {Schedule B) t2}
,00 credit to your account,
.60 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C} t37 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) 26,199. 15
6. Jointly Owned Property (Schedule F) (6) .0D
7. Transfers (Schedule G) (7) 43,050.06
8. Total Assets (8) 194,249.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9}, 3�8, 44.58
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 389.83
11. Total Deductions (11) 38,434.41
12. Net Value of Tax Return t127 155,814.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) ,�¢5,814.74
o �
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, P and/or�9 Q7Irli
reflect figures that include the total of all returns assessed=igdate.M 44D C)
ASSESSMENT OF TAX: co -v u) X
15. Amount of Line 14 at spousal rate (15) .00 X R pp==Z IT ZO
16. Amount of Line 14 taxable at lineal rate (16) DD X my4 rt=� 1-` -n .r$)D
17. Amount of Line 14 at sibling rate (17) 26.4nn. nn Xiz U:=C-r., 3, 16.8.db0
18. Amount of Line 14 taxable at collateral rate (18) 129,414.74 X �n=0 3�,4 x.121
19. Principal Tax Due 31�= 22,58'i.A1
TAX CREDITS: t-+ rn
PAYMENT RECEIPT DISCOUNT C+) r"I W T
AMOUNT PAID
DATE NUMBER INTERESTlPEN PAID (-) W
6-04-2 13 CDO17711 1,129.01 26,000.00
TOTAL TAX PAYMENT 27,129.01
BALANCE OF TAX DUE 4,548.80CR
INTEREST AND PEN. .00
TOTAL DUE 4,548.80CR
* 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.
REV-1470EXlot-ray
1i "x pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
SSN 203-20-9139
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN 13229108
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Phyllis L. Renninger 2113.0324
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 5 Transfers are taxable outright to the beneficiarylies before determining residue.
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