HomeMy WebLinkAbout05-20-14 = 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-154] IX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF SOUDER RALPH L
DATE OF DEATH 10-22-2013
FILE NUMBER 21 13-1216
COUNTY CUMBERLAND
IRWIN ROGER B ACN 101
60 W POMFRET ST APPEAL DATE: 07-18-2014
CARLISLE PA 17013 (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 RETAIN LOWER PORTION FOR YOUR RECORDS 4---
REV-1547 EX AFP -
(08 13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SOUDER RALPH LFILE NO. :21 13-1216 ACN: 101 DATE: X05-19-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED' NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN a rTI
1. Real Estate (Schedule A) Cl) n .00 NOTE:�o�sure proper
2. Stocks and Bonds (Schedule B) (2) 111 , 47?56 c�F edi t�-t000ur account,
iz trjT',hgjupper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 7_ o�t hi;.if 6'r3n with your
4. Mortgages/Notes Receivable (Schedule D) (4) ;'� .b 0 t�paymerit
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) - ')
6. Jointly Owned Property (Schedule F) (6) ra,, 3 .e'
7. Transfers (Schedule G) (7) C)-'Y'w,
S. Total Assets <.7 ) ll;;.§44.56
APPROVED DEDUCTIONS AND EXEMPTIONS: -� -1 N _n
9.9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6.713':50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (i1) 6,713.50
12. Net Value of Tax Return (12) 105,151 .06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 105, 151 . 06
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) 105,151 . 06 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - DO x 045 = . 00
17. Amount of Line 14 at sibling rate (17) On X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
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 `\n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. V
REV-1470 EX(01.10)
�Y ¥ pennsylvania INHERITANCE TAX
i DEPARTMENT OF REVENUE EXPLANATION
SSN
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN 13709198
PO Box 280601
HARRIaBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Ralph L. Souder 2113-1216
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Changed tax rate from 4.5 percent to 0 percent since a spouse is 0% taxable.
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