HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 9�CIi�IAII►I1lZi DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF BOUGHTER RUTH M
DATE OF DEATH 05-06-2013
FILE NUMBER 21 13-0789
COUNTY CUMBERLAND
SHULTZ SEAN M ACN 101
26 W HIGH ST APPEAL DATE: 08-02-2014
CARLISLE PA 17013-2922 (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
REV 1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOUGHTER RUTH MFILE NO. :21 13-0789 ACN: 101 DATE: 06-03-2014
TAX RETURN WAS: IX) 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) C2) 145.203. 10 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) 167,016.61
6. Jointly Owned Property (Schedule F) (6) 885.96
7. Transfers (Schedule G) C71 22,487.40
8. Total Assets (8) 335.593.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.055. 18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 15,055. 18
12. Net Value of Tax Return (12) 320,537.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 320,537.89
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 assessedto date.
ASSESSMENT OF TAX: C s t-7 fcn�
15. Amount of Line 14 at spousal rate (15) • 00 X 'In C:>= Gj .QUO
16. Amount of Line 14 taxable at lineal rate (16) 390.537 -89 X +50=. 2+,424.2
17. Amount of Line 14 at sibling rate (17) - DO X .12>.= .70D
� '
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 1_5 5 4� x.�0,-
0
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) c,� - 1--+ - n
AMOUNT PAID J f" fn
DATE NUMBER INTEREST/PEN PAID (-) N (-
05-29-2013 LN036304 1.69 32.11 Cl) _n
F *i
09-13-2013 LN037198 .00 523.08
11-08-2013 CDO18381 .00 27.53
01-29-2014 CDO18713 .00 13,812.27
INTEREST IS CHARGED THROUGH 06-18-2014 TOTAL TAX PAYMENT 14,396.68
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 27.53
REVERSE SIDE OF THIS FORM JINTEREST AND PEN. .30
TOTAL DUE 27.83
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.