HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX 17
'f Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO box 280601
HARRISBURG PA 17128-0601
DATE 11-17-2014
ESTATE OF RUTHERFORD JERE E
DATE OF DEATH 02-14-2014
RECORDED OFFICE OF FILE NUMBER 21 14-0244
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BRINSER GERALD J ACN 101
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PALMYRA PA 17078-1710 Amount Remittedi
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CARLISLE PA 17013
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUTHERFORD JERE EFILE NO. :21 14-0244 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: ( 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) 17,725.12 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) 315,753.64
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 306,003.07
8. Total Assets (8) 639,481.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,253.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 1,253.50
12. Net Value of Tax Return (12) 638,228.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 638,228.33
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) 332,225.26 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 3nA.0n3_n7 x 045 = 13,770.14
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)= 13,770.14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-23-2014 CDO19469 .00 13,770.14
TOTAL TAX PAYMENT 13,770.14
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.