HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX 1 ] pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE pB �`'
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX B•Pr1 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280691 } RECORDED OFFICE OF
HARRISBURG PA 17128-9601
REGISTER OF WILLS
DATE 09-09-2014
IE
2019 SEP 9 Pig 3 00 DATETOFODEATH 11-07-2013 RICHARD D
CLERK, OF FILE NUMBER 21 13-1270
COUNTY CUMBERLAND
WAGGONER CPA TIMOTH
bRRHANS' COURT pCN 101
WAGGONER FRUTIGER & MMB ERLAN'D CO., PA APPEAL DATE: 11-08-2014
5006 E TRINDLE RD (See reverse side under Objections)
MECHANICSBURG PA 17050-3647 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 �
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RIFE RICHARD DFILE NO. :21 13-1270 ACM: 101 DATE: 09-09-2014
TAX RETURN WAS: ( 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) 4,876,830. 00 credit to your account,
000. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 50, 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) 181,291 . 00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 1,145,620 .00
8. Total Assets (8) 6.253.741 . 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 67.051 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 158,521 .00
11. Total Deductions (11) 225,572.00
12. Net Value of Tax Return (12) 6,028, 169. 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5.828. 169. 00
14. Net Value of Estate Subject to Tax (14) 200,000 .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 = .00
16. Amount of Line 14 taxable at lineal rate (16) _ nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 200,000.00 X 15 = 30,000.00
19. Principal Tax Due (19)= 30,000.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-06-2014 CDO18733 11500 .00 28,500.00
TOTAL TAX PAYMENT 30,000. 00
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 \'
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �)1