HomeMy WebLinkAbout11-10-14 � NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF ','.'ILLS DATE 11-10-2014
ESTATE OF RIDDLESBERGER MAY K
?019 NOU 10 PM 12 53 DATE OF DEATH 11-19-2013
' FILE NUMBER 21 13-1259
CLEi"
COUNTY CUMBERLAND
MATEYA 0 R P tM kC' C A:.T ACN 101
55 W CHURGt Va p, APPEAL DATE: 01-09-2015
CARLISLE PA 17013-3202 (See reverse side under Objections)
Amount Remitted I I
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--
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REV-1547 --------------
___ _ ___Ei_A__FV(08 33 NOTICE OF INHERITANCE E X A RA EME ALLOWANCE R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RIDDLESBERGER MAY KFILE NO. :21 13-1259 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 268,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00, credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 641,809.73
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 909,809.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 83,655.61
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,8 24.86
11. Total Deductions (11) 89,480.47
12. Net Value of Tax Return (12) 820,329.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 820,329.26
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) 796,329-26 x 045 = 35,789.82
17. Amount of Line 14 at sibling rate (17) —.Do X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 25,000. 00 x 15 = 3,750.00
19. Principal Tax Due (19)= 39,539.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTERESTIPEN PAID
02-14-2014 CDO18761 1,789.47 34,000.00
07-10-2014 CDO19405 .00 1,125.35
INTEREST IS CHARGED THROUGH 11-25-2014 TOTAL TAX PAYMENT 36,914.82
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,625.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 21 .09
TOTAL DUE 2,646.09
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.
REV-1470 Ex(01-10)
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pennSy varna INHERITANCE TAXEXPLANATION
z DEPARTMENT OF REVENUE
E.,_._. _.. OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
H RISE R PA' 7 28- 6 1
DECEDENT'S NAME - FILE NUMBER
May K Riddlesberger 2113-1259
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
1 2 Changed tax rate from 4.5 percent to 15 percent since an ex daughter—in- law is a collateral
beneficiary.
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