HomeMy WebLinkAbout06-09-14 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-1547 IX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF GULDEN RUTH H
DATE OF DEATH 04-29-2013
FILE NUMBER 21 13-0600
COUNTY CUMBERLAND
OSZUSTOWICZ JOHN C ACN 101
104 S HANOVER ST APPEAL DATE: 08-02-2014
CARLISLE PA 17013-3420 (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 (--
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REV-1547 EX AFP COS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GULDEN RUTH HFILE NO. :21 13-0600 ACN: 101 DATE: 06-03-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 495,000 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 342,295.17 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 15,766.66
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 124,769.64
B. Total Assets (a) 977.831 .47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,080.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8.387.79
11. Total Deductions (11) 43,468. 03
12. Net Value of Tax Return (12) 934,363.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax (14) 934,363.44
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: o
15. Amount of Line 14 at spousal rate (15) .00 X CCn0 = ter°
16. Amount of Line 14 taxable at lineal rate (16) 934.363-44 X�BOP = 4�2,�46�y
17. Amount of Line 14 at sibling rate (17) -nn Xtil G"U = Z - -.-b0
r r7� Z f.) .
18. Amount of Line 14 taxable at collateral rate (18) .00 X�15D -'{ .CBO
(—(k-9�s 7 .i
19. Principal Tax Due ..,, _ CSs+2,D4i6r,.E5
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID n p T
DATE NUMBER INTEREST/PEN PAID (-) C7
07-26-2013 CDO17943 1,631 .58 31 ,000.00 A ru (— m
01-28-2014 CDO18707 . 00 9,414.3{ �.� O
05-27-2014 SBADJUST .00 .4'2 F- -n
TOTAL TAX PAYMENT 42,046.35
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. "C