HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX , pennsylvania
^T, �PT,RAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF IND,T+Vful,AL jTA ES F �-t. - tO;F DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX h SOON "' REV-1547 EX AFP (11-14)
PO BOX 280601 [ N r :+ !L L J
HARRISBURG PA 17118060'1
?015 (T1,�R 16 nM 1.2 (-f1 DATE 03-16-2015
U J 1 �1 U ESTATE OF ROHRER WILLIAM A
CLE' 'F DATE OF DEATH 04-20-2013
FILE NUMBER 21 13-1269
ORPHA" COUNTY CUMBERLAND
NUDEL.0 U K;P-; j- STEPHEN C
ACN 101
219 PINE ST APPEAL DATE: 05-15-2015
HARRISBURG PA 17101-1349 (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 ---- -1► RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
--- ----- ---- ---- - ------ ----- ------- --- ---- -------------------------------
REV-1547 EX AFP (11--14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROHRER WILLIAM AFILE NO. :21 13-1269 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) 202,788.00 credit to your account,
00 submit the upper portion
3. 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) 21 ,179.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 223,967.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,163.50
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 00
11. Total Deductions. (11) 14,163.50
12. Net Value of Tax Return (12) 209,803.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 209,803.50
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) 209,803.50 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -fly 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 C+) 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 CCR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.