HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 10F
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-18-2014
ESTATE OF PEIFFER ROSEMARIE C
DATE OF DEATH 08-05-2013
FILE NUMBER 21 13-0863
COUNTY CUMBERLAND
ZERBE ESQ JOSEPH G ACH 101
111 E MARKET ST APPEAL DATE: 10-17-2014
POTTSVILLE PA 17901-2914 (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 F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PEIFFER ROSEMARIE CFILE NO. :21 13-0863 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 275.998.70 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 240,941.76 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 737,299. 12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 290,500.00
8. Total Assets (8) 1 ,544,739.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 61 .148.59
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,064.58
11. Total Deductions (117 64,213. 17
12. Net Value of Tax Return (12) 1 ,480,526.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,480,526.41
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) 1 -G1 X On = 55=',058.69
17. Amount of Line 14 at sibling rate (17) .nn X 1Z s— ,-0
18. Amount of Line 14 taxable at collateral rate CIS) 257,000. 00 X 1du 38 55d-TDb-�
19. Principal Tax Due ( ::' 93;608-i-6 91?
TAX CREDITS: "_
r.j PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) 7 �)
10-29-2013 CDO18336 3, 157.89 60,000.00_
04-08-2014 CDO18994 .00 30,608.69-Q � -- �
y N CA p
0 T1
TOTAL TAX PAYMENT 93,766.58
BALANCE OF TAX DUE 157.89CR
INTEREST AND PEN. .00
TOTAL DUE 157.89CR
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.
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