HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsyLvania
RMSEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIV WDEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIXOW TNIEsD 0 F F it Z-
PO BOX 280601 RI:GISTER OF WILLS REV-1547 EX AFP (08-15)
HARRISBURG PA 17128- 01
1�fq 1 17 -24-2014
�L019 N19V 29 DATE 11
ESTATE OF SCHRIVER RUTH W
CL E OF DATE OF DEATH 10-24-2013
ORPHANS' 'C'D U R T FILE NUMBER 21 13-1211
MULLAUGVUMBERLE�1_i i Ai E'TH'A COUNTY CUMBERLAND
P ACN 101
100 PINE ST APPEAL DATE: 01-23-2015
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHRIVER RUTH WFILE N0. :21 13-1211 ACN: 101 DATE: 11-24-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) 1 ,915,164.66 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (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) 263,321.91
6, Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
B. Total Assets (8) 2,178,486.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,156.93
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1 ,454.22
11. Total Deductions (11) 29,611 .15
12. Net Value of Tax Return (12) 2,148,875.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 23,660.50
14. Net Value of Estate Subject to Tax C14) 2,125,214.92
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 C16) -An x 045 = .00
17. Amount of Line 14 at sibling rate (17) 98n .868.41 x 12 = 117,704.21
18. Amount of Line 14 taxable at collateral rate (18) 1,144,346.49 X 15 = 171,651.97
19. Principal Tax Due (19)= 289,356. 18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-22-2014 CDO18688 14,315.79 272,000.00
06-13-2014 CDO19305 .00 3,040.39
TOTAL TAX PAYMENT 289,356.18
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.