HomeMy WebLinkAbout05-20-14 t - NOTICE OF INHERITANCE TAX [ �`J pennsytvania DEPARTMENT OF REVENUE
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE � v
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 7i,
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF RITTER RUSSELL A
DATE OF DEATH 09-20-2012
FILE NUMBER 21 12-1197
COUNTY CUMBERLAND
RITTER ROGER R ACN 101
18670 HARMONY CHURCH RD APPEAL DATE: 07-18-2014
LEESBURG VA 20175 (See reverse side under Objections)
Amount Remitted-�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP -
(08 13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RITTER RUSSELL AFILE NO. :21 12-1197 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 o
1. Real Estate (Schedule A) (1) NOTE:_ en91,Mproper
2. Stocks and Bonds (Schedule B) (2) Q,F-$•�a p credi o y rgo count,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) • 'rte O submit'' he t?p)p eb Fortier
=oth iSCform ¢jt your
4. Mortgages/Notes Receivable (Schedule D) (4) D tpx papmg nt:
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 443. 1f3- �, M O -IV
6. Jointly Owned Property (Schedule F) (6) . 00-
7. Transfers (Schedule G) (7) . ODD O CD 3 w T
8. Total Assets 4 4.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30 .258.7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 30,258.71
12. Net Value of Tax Return (12) 29,815.58-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 209,213.95
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) .00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) 2nq-71 �-9F X 045 = 9,414.63
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 9,414.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-17-2013 CDO17768 . 00 10,621 .33
09-03-2013 CDO18113 . 00 135.91
TOTAL TAX PAYMENT 10,757.24
BALANCE OF TAX DUE 1,342.61CR
INTEREST AND PEN. .00
TOTAL DUE 1,342.61CR
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-1470 Ex(01-10)
pennsylvania INHERITANCE TAX
'y +^ DEPARTMENT OF REVENUE EXPLANATION - SSN
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN 14015221
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Russell A. Ritter 2112-1197
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Forwarded to Post Assessment Review Unit in reference to the reduction to A.
Ej Accepted additional assets and debts.
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