HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX , pennsyLvania
ELr LED OFA7, 0 JgPEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVI OF EDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION _,.... -=
PO BOX 280601 i C1 V ,` REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-}0601 1 C
Lulls ` IDW 24 Pm` � 1 15 DATE 11-17-2014
ESTATE OF JURECIC RUTH A
CLIRf% OF DATE OF DEATH 12-02-2013
ORPHANS (JOUIRT FILE NUMBER 21 14-0151
F"'h COUNTY CUMBERLAND
MATEYA CU �rE MARK �' A ACN 101
55 W CHURCH AVE APPEAL DATE: 01-16-2015
CARLISLE PA 17013-3202 (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 _ R_ETA_IN LOWER PORTION_ FOR YOUR RECORDS 4
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JURECIC RUTH AFILE NO. :21 14-0151 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 18,837.36 credit to your account,
3. 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) .0 0
6. Jointly Owned Property (Schedule F) (6) 114,229. 10
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 133,066.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,8 66.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 8,866.75
12. Net Value of Tax Return (12) 124,199.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 124,199.71
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) 124,199.71 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -fl0 x 045 = .00
17. Amount of Line 14 at sibling rate C17) .nn X 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = 00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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 c \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.