HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF HERRE RUTHE S
DATE OF DEATH 12-01-2009
FILE NUMBER 21 09-1189
COUNTY CUMBERLAND
MOORE ESQ STEPHEN F ACN 501
PETER & WASILEFSKI APPEAL DATE: 11-21-2014
2931 N FRONT ST (See reverse side under Objections)
HARRISBURG PA 17110-1250 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 (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HERRE RUTHE SFILE NO. :21 09-1189 ACN: 501 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
aD submit the upper portio(
3. Closely Held Stock/Partnership Interest (Schedule L) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 40,000. 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) . 00
6. Jointly Owned Property (Schedule F) (6) '00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 40 ,000. 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,949.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) no
11. Total Deductions (11) 17,949.66
12. Net Value of Tax Return (12) 22,050.34
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 22,050.34
N
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 170 18 and/S� I"PI
reflect figures that include the total of all returns assess (Vo dates) O
ASSESSMENT OF TAX: co r^ -
15. Amount of Line 14 at spousal rate (15) .00 1.00
16. Amount of Line 14 taxable at lineal rate (16) 22.nrn-A4 B(- 057= t9 V21.
17. Amount of Line 14 at sibling rate (17) -nn X 12 ��.00
18. Amount of Line 14 taxable at collateral rate (18) .DO X) 1.5 i_-
19. Principal Tax Due E`> (C 19) .,99`2-�.27
TAX CREDITS: ` A m
PAYMENT RECEIPT DISCOUNT (+) (-
AMOUNT PAID a U'I Cn O
DATE NUMBER INTEREST/PEN PAID C-7 p
06-03-2014 CDO19245 .00 992.27
TOTAL TAX PAYMENT 992,27
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. \v�V\J