HomeMy WebLinkAbout06-30-14 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 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-30-2014
ESTATE OF ROSENBERRY RICK E
DATE OF DEATH 06-17-2012
FILE NUMBER 21 14-0156
COUNTY CUMBERLAND
WEIGLE ESQUI JERRY A ACN 101
126 E KING ST APPEAL DATE: 08-29-2014
SHIPPENSBURG PA 17257-1326 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROSENBERRY RICK EFILE NO. :21 14-0156 ACN: 101 DATE: 06-30-2014
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,
.
3. Closely Held Stack/Partnership Interest (Schedule C) (3) 00 submit the upper Portion
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) 2,095. 19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 15,892.09
8. Total Assets (e) 17,987.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.405.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.865.31
11. Total Deductions (11) 7,270.31
12. Net Value of Tax Return (12) 10,716.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 10,716.97
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: N
15. Amount of Line 14 at spousal rate (15) •00 X AO = ° .00
1n .716-97 i
16. Amount of Line 14 taxable at lineal rate (16) X tII45J= 482 - 6
1
17. Amount of Line 14 at sibling rate (17) -nn X jj;2�= c= �"� 430
18. Amount of Line 14 taxable at collateral rate (18) .00 X (115==C? s00
19. Principal Tax Due 1'97-
F- _ rn O 418-2 L26
TAX CREDITS: '
PAYMENT RECEIPT DISCOUNT (+) (-3 —n r( `n
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID C, (� C n1
02-19-2014 CDO18788 . 00 482.26-� F m
ro s Cl) C)
3> CJt
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-20-2014 TOTAL TAX PAYMENT 482.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. 13.41
TOTAL DUE 13.41
* 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. V