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 REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF CORNMAN RUTH I
DATE OF DEATH 06-10-2013
FILE NUMBER 21 13-0695
COUNTY CUMBERLAND
OLSEN ESQ LINDA J ACN 101
STE 202 APPEAL DATE: 09-19-2014
2000 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 Amount Remittedt�---- -^--
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 E--
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REV-1547 EX AFP (08-153 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CORNMAN RUTH IFILE N0. :21 13-0695 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 50,515.73 credit to your account,
OO submit the upper Portia:
3. Closely Held Stock/Partnership Interest (Schedule C) C37 of this form with your
4. Mortgages/Notes Receivable (Schedule D7 (4) .00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 91888.01
6. Jointly Owned Property (Schedule F) (6) 65,677.36
7. Transfers (Schedule G) (7) 569,577.78
8. Total Assets (8) 695,658.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 25.016.17
.4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 105 ��
11. Total Deductions (lit 3.7 25.,121..:6K
12. Net Value of Tax Return (1 -= 6 0153�2L,'7
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax 670.53x2.'22'0
(1417=•
1-i
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 106 /or wild c-�
C' 1 "'
-
reflect figures that include the total of all returns assessed t„g��ate. '`�
ASSESSMENT OF TAX: Y
15. Amount of Line 14 at spousal rate (15) .00 X 00 = C9�5 100
16. Amount of Line 14 taxable at lineal rate (16) 670.637.22 X 045 = 30,174. 17
17. Amount of Line 14 at sibling rate (17) - DO X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 34,174.17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-06-2013 CDO18122 1 ,447.37 27,500.00
03-07-2014 CDO18868 .00 1,226.80
TOTAL TAX PAYMENT 30,174.17
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.