HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL raxEs
INHERITANCE TAX OJVOF DEDUCTIONS AND ASSESSMENT OF TAX
I�_S�ON REV-1547 IX AFP (08-13)
PO BOX 280601 R E U RDk D OFr 1tCE OF-
HARRISBURG
PA 17128-060
REG IST-r, OF WILLS DATE 11-10-2014
2014 NOU 10 P ESTATE OF APPLEBY JR REUBEN E
SSI DATE OF DEATH 10-25-2013
FILE NUMBER 21 13-1182
CLF COUNTY CUMBERLAND
FEICHTaRPHAN'SUQHN.,T A ACN 101
SAID RI�& VAN, & ;ROGER, APPEAL DATE: 01-09-2015
625 NORTH 12TH STREET ' " (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS _LINE ---- R_ETA_IN LOWER PORTION_ FOR YOUR RECORDS 4- -------------------
REV 154
___________REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: APPLEBY JR REUBEN EFILE NO. :21 13-1182 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 112,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,656.27
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 113,656.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,984.45
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 102,104.79
11. Total Deductions (11) 113,089.24
12. Net Value of Tax Return (12) 567.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 567.03
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) 9567-03 x 045 = 25.32
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 25.32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-11-2014 CDO19414 .00 25.52
TOTAL TAX PAYMENT 25.52
BALANCE OF TAX DUE .20CR
INTEREST AND PEN. .00
TOTAL DUE .20CR
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.