HomeMy WebLinkAbout10-27-14 NOTICE OF INHERITANCE TAX =' .. PennsylvaniaAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q1_
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280
HARRISBURG601 PA 17l;5506 R D E ED GFFICE OF
R E 0,IS T t y V1 i L L S DATE 10-27-2014
ESTATE OF ROUSH LILLIAN W
?9619 POCT 27 PM 12 LiS DATE OF DEATH 05-08-2014
FILE NUMBER 21 14-0526
C LE i�:\' COUNTY CUMBERLAND
BAKER E L-V-I A--�T M ACN 101
f At HNILF�"J -� I
16660 S A TE 3,PQl APPEAL DATE: 12-26-2014
MONTR&MMBERU,'"PA 1880-P-6541 (See reverse side under Objections)
Amount Remitted l
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROUSH LILLIAN WFILE N0. :21 14-0526 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: C 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) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .
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) 131,567. 19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 27,717.64
8. Total Assets (8) 159,284.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,761.51
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1 ,449.52
11. Total Deductions (11) 6,211.03
12. Net Value of Tax Return (12) 153,073.80
13. Charitable/Governmental Requests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 153,073.80
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 (is) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -nn, x 045 = .00
17. Amount of Line 14 at sibling rate C17) 94,017.12 x 12 = 11,282.05
18. Amount of Line 14 taxable at collateral rate (18) 59,056.68 X 15 = 8,858.50
19. Principal Tax Due (19)= 20,140.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-07-2014 CDO19518 1,007.03 19,133.52
TOTAL TAX PAYMENT 20,140.55
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.