HomeMy WebLinkAbout04-06-15 NOTICE OF INHERITANCE TAX , pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF D DUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVI�i[It�O R D E R O R Ff C E O REV-1547 EX AFP (11-14)
PO BOX 280601 R E(j
HARRISBURG PA 17126-O660tGISTER OF WILLS
J DATE 04-06-2015
PFR t R 6 nPI 1143 ESTATE OF ROCKEY CHARLES
U1J DATE OF DEATH 02-19-2013
CLLR,K OF FILE NUMBER 21 14-0898
FREY ORPHAk"EiRriU TG COUNTY CUMBERLAND
ACN 101
5 S HANq? B 1_A;:D w . ,' APPEAL DATE: 06-05-2015
CARLISLE PA 17013-3307 (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 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: ROCKEY CHARLES FILE NO. :21 14-0898 ACN: 101 DATE: 04-06-2015
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) C2) .00 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) C5) 9,660.18
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 9,660. 18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,9 24.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 1 ,083.50
11. Total Deductions (11) 12,007.84
12. Net Value of Tax Return (12) 2,347.66-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,347.66-
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 C15) 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) f)fl x 045 = .00
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= .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 \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ``(�