HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX , pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INNER ITANCE 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 ROCKWELL JEAN E
DATE OF DEATH 12-11-2013
FILE NUMBER 21 13-1325
OTTD III IVO V COUNTY CUMBERLAND
ACN 101
10 E HIGH ST
APPEAL DATE: 09-19-2014
CARLISLE PA 17013-3015 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
L COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -----1 RETAIN LOWER PORTION FOR YOUR RECORDS 4
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROCKWELL JEAN EFILE NO. :21 13-1325 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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 Stock/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) 495,400. 02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 495,400. 02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 39.086.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 39,086.36
12. Net Value of Tax Return (12) 456,313.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) _ 456,313.66
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 = .00
16. Amount of Line 14 taxable at lineal rate (16) 4r;A.31A AA X 045 = 20,534.11
17. Amount of Line 14 at sibling rate (17) On X 12 = . DO
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1 1" .00
19. Principal Tax Due
TAX CREDITS:
2D,531C
PAYMENT RECEIPT DISCOUNT (+) Wes('
AMOUfPAID =0 ter-DATE NU MBER INTEREST/PEN PAID : r �_;y 03-10-2014 CD018870 102.65 �'�'- -i 03-10-2014 CDO18871 924. 05 1-D 07-14-2014 SBADJUST .00 '-_) -r-
O
`n O
TOTAL TAX PAYMENT 20534. 11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE \r
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. `v�,r