HomeMy WebLinkAbout09-24-14 rri NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ' ' 1 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 KEPNER RHODA L
DATE OF DEATH 08-26-2013
FILE NUMBER 21 13-0987
COUNTY CUMBERLAND
FENICE ESQ MARK S ACN 101
501 ROSEWOOD LN APPEAL DATE: 11-21-2014
HARRISBURG PA 17111-2069 (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 4--REV-1547 EX AFP (08-_13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KEPNER RHODA LFILE NO. :21 13-0987 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 111 ,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 ,930.88 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule L) (3) 00 submit the upper Portio,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) 136,974.91
6. Jointly Owned Property (Schedule F) (6) 17,361 .37
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 268,167. 16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.279.49
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6.831 .80
11. Total Deductions (11) 23,111 .29
12. Net Value of Tax Return (12) 245,055.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 245,055.87
N
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17n18 and/Eii 19�Cwlq1
rrI
reflect figures that include the total of all returns assessfa &0 daty rn o
ASSESSMENT OF TAX: )
15. Amount of Line 14 at spousal rate (15) . 00 (Kn C� —o 00
16. Amount of Line 14 taxable at lineal rate (16) 232.474-9r. F DY45 N1�0,,4.61rl 3 8
17. Amount of Line 14 at sibling rate (17) no X>1A o
18. Amount of Line 14 taxable at collateral rate (18) 12,580.92 X1(5) —n 1,-8$7814
19. Principal Tax Due `-j C1�97:=, 312 34 b 52
TAX CREDITS: !-7 C= —
�—'
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID "'t7 --i Cn r- CD
DATE NUMBER INTEREST/PEN PAID C-7 N --ri
11-21-2013 CDO18436 552.63 10,500.00
05-22-2014 CDO19194 .00 11198. 13
INTEREST IS CHARGED THROUGH 10-07-2014 TOTAL TAX PAYMENT 12,250.76
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 97,76
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1 .07
TOTAL DUE 98.83
+ 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.