HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 RCV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF ROSS BETTIE J
DATE OF DEATH 05-29-2013
FILE NUMBER 21 13-0647
COUNTY CUMBERLAND
MILLER PEGGY L ACN 101
4521 ROLO CT APPEAL DATE: 09-12-2014
MECHANICSBURG PA 17055-5889 (See reverse side under Objections)
Amount RemittedE - J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --I- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REY-1547 EX AFP C08-13} NOTIC£ OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROSS BETTIE JFILE NO. :21 13-0647 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: C 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) 26,495760 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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) 19,677. 00
6, Jointly Owned Property (Schedule F) (6) 7,204.00
7. Transfers (Schedule G) C7) 27, 153.00
8. Total Assets (8) 80,529.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Mist. Expenses (Schedule H) (g) 1 ,117.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 00
11. Total Deductions (11) 1,117.00
12. Net Value of Tax Return (12) 79,412.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 79,412.00
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) .00 X 00 = .DO
16. Amount of Line 14 taxable at lineal rate (16) 79.412-fin X 045 = 3,574.00
17. Amount of Line 14 at sibling rate (17) - nn X 12 = 100
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = ,00
19. Principal Tax Due (19)= 3,574.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (1)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-}
08-28-2013 CDD18082 178.70 3,500.00
TOTAL TAX PAYMENT 3,678.70
BALANCE OF TAX DUE 104.70CR
INTEREST AND PEN. .00
TOTAL DUE 104.70CR
• 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.