HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDlvinuat TAXES ( } :r[OFI,DEVU8FIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ({EC IRE) , V't_ REV-1547 EX AFP (08-13)
PO BOX 296601
HARRISBURG PA 17128.0601
DATE 08-11-2014
Nil, AUG I I FN 3: 52 ESTATE OF FULTON RUTH E
DATE OF DEATH 01-13-2014
FILE NUMBER 21 14-0209
TRIMMER ESQ j yjN`11-OUh COUNTY CUMBERLAND
PO BOX 659 C '1Cni./�N CO., PA ACN APPEAL DATE: 10-10-2014
MECHANICSBURG PA 17055-0659 (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 t--
REV-1547 EX AFP C08^13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FULTON RUTH EFILE NO. :21 14-0209 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: C 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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L33 . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax Payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 65,433.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) -00
8. Total Assets (H) 65,433.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 11,689.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18,297.00
11. Total Deductions (11) 29,986.00
12. Not Value of Tax Return (12) 35,447.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 35,447.00
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 CIS) •00 X 00 c .00
16. Amount of Line 14 taxable at lineal rate C16) ;r+.44A-nn X 045 = 11595.00
17, Amount of Line 14 at sibling rate (17) On X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1 ,595.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID t-} -
03-31-2014 CDO18964 79.74 1,515.00
08-04-2014 SBADJUST .00 .26
TOTAL TAX PAYMENT 11595. 00
BALANCE OF TAX DUE -00
INTEREST AND PEN. .00
TOTAL DUE .DO
N 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.