HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Q] DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF RUPERT MICHAEL T
DATE OF DEATH 05-05-2013
FILE NUMBER 21 13-0648
COUNTY CUMBERLAND
STONED ESQ DAVID H ACN 101
414 BRIDGE ST APPEAL DATE: 08-08-2014
NEW CUMBERLAND PA 17070-1927 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUPERT MICHAEL TFILE NO. :21 13-0648 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 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/Mist. Personal Property (Schedule E) (5) 12,564.18
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 12,564. 18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 10 ,942.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 10,942.90
12. Net Value of Tax Return (12) 1,621 .28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,621 .28
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or,.49 will
reflect figures that include the total of all returns assessed CFo date m
ASSESSMENT OF TAX: (' O L !T1 G-7
15. Amount of Line 14 at spousal rate (15) •00 X D.Q �it
-
16. Amount of Line 14 taxable at lineal rate (16) - 00 X 0'45—
17. Amount of Line 14 at sibling rate (17) -nn X 12 GT
18. Amount of Line 14 taxable at collateral rate (18) 1 ,621 .28 X 15 (lF L43.yY
19. Principal Tax Due . c09 --a
TAX CREDITS: n o 41
PAYMENT RECEIPT DISCOUNT (+) N _- �
AMOUNT PAID i (�O r- m0
DATE NUMBER INTEREST/PEN PAID (-)
01-30-2014 CDO18718 . 00 243. 143 CC) N �1
TOTAL TAX PAYMENT 243.19
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. \N