HomeMy WebLinkAbout01-26-15 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 (11-14)
PO BOX 280 -FiCE OF
HARRISBURG601 PA 1712AUIORCIED Gr
DATE 01-27-2015
ESTATE OF ROCKEY WINIFRED S
NIB 191 �1 26 PM DATE OF DEATH 05-08-2014
FILE NUMBER 21 14-0521
G LE COUNTY CUMBERLAND
IRWIN ESOORPH �1ROGE�fC','7_,TB 101
� ACN
# RO APPEAL DATE: 03-28-2015
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354 AL E"K6'rttmk'SP R I NG (See reverse side under Objections)
CARLISLE PA 17015 Amount Remittedl
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 j:ii-i47 iEi4- -ii---------------
REY-1547 0
A
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROCKEY WINIFRED SFILE NO. :21 14-0521 ACN: 101 DATE: 01-27-2015
TAX RETURN WAS: ACCEPTED AS FILED t X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) .00 NOTE: To ensure proper
2. Stocks and Bonds {Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 16,093.83 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) 12,401.22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets 28,495.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,352.02
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,918,68
11. Total Deductions (11) 25,270.70
12. Net Value of Tax Return (12) 3,224.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 3,224.35
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) -nn, x 045 = .00
17. Amount of Line 14 at sibling rate C17) 3,2 2-4 .7L5_ x 12 = 386.92
18. Amount of Line 14 taxable at collateral rate .00 x 15 = .00
19. Principal Tax Due (19)= 386.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-06-2014 CDO19511 19.35 367.57
TOTAL TAX PAYMENT 386.92
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. SDI
REV-1470 tX(01-16)
N pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Winifred S. Rockey 2114-0521
REVIEWED BY C. Moyer ACN 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The return has been accepted as filed.
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