HomeMy WebLinkAbout09-24-14 - - NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE S \\7� DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX - -
INHERITANCE TAX DIVISION REV-1547 IX AFP (OB-137
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF RYESKY REGINA E
DATE OF DEATH 08-01-2013
FILE NUMBER 21 13-0904
COUNTY CUMBERLAND
OTTO III IVO V ACN 101
10 E HIGH ST APPEAL DATE: 11-21-2014
CARLISLE PA 17013 (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
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REV-1547 EX AFP (OB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RYESKY REGINA EFILE NO. :21 13-0904 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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) 1 ,219,496.60 credit to your account,
. 00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule L) (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) 176,381 .90
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 208,748. 10
8. Total Assets (e) 1 .604,626.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48.452.40
10. Debts/Mortgage Liabilities/Liens (Schedule I7 (10) 162.41
11. Total Deductions (11) 48,614.81
12. Net Value of Tax Return (12) 1 ,556,011 .79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 11556,011 .79
ti
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 %i for 1"ill
reflect figures that include the total of all returns assessed t¢�(wt e. zD -Z)
ASSESSMENT OF TAX: n r n
15. Amount of Line 14 at spousal rate (15) .00 X 0yy0',•� �
16. Amount of Line 14 taxable at lineal rate (16) 1 •r'r`A•011 .71) X 045C„ (�4 0200:5y
17. Amount of Line 14 at sibling rate (17) .00 X 1-2
18. Amount of Line 14 taxable at collateral rate (18) .00 X.�T5��=;� _i') C7 •.0�0
19. Principal Tax Due (19)= "710,020.33
u v
TAX CREDITS: ti �
PAYMENT RECEIPT DISCOUNT (+) t`
AMOUNT PAID 117� C/7
DATE NUMBER INTEREST/PEN PAID (-7 W O
10-31-2013 CDO18356 3,501 .03 68,000.00
TOTAL TAX PAYMENT 71 ,501 .03
BALANCE OF TAX DUE 1,480 .50CR
INTEREST AND PEN. .00
TOTAL DUE 1,480.50CR
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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- SSN
Pennsylvania INHERITANCE TAX DLN
y- t DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVTDUALTAXES OF CHANGES
PO Box 280605
HARRISBURG EA 37128-0601.
DECEDENT'S NAME - - - FILE NUMBER
Regina E Ryesky 2113-0904
REVIEWED BY - - - - ACN `
Saes{inger 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 The department will allow a suspension up to 15 months from the date of death. If we have
not received a value we will assess the value using the common level ratio times the
assessed value.
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