HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX _
INHERITA fISIClNICE nC
B���2] REV-1547 EX AFP (11-14)
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DATE 05-11-2015
ESTATE OF ROTH JULIA A
! ! DATE OF DEATH 03-29-2014
CL'EF FILE NUMBER 21 14-0395
r COUNTY CUMBERLAND
{smtl[I Y, ESQ ANDREW C ACN 101
cu127-=SOUTH' MARKET ST APPEAL DATE: 07-10-2015
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 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 � - --------------
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROTH JULIA AFILE NO. :21 14-0395 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 325,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 33,878.40 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) 381,300.26
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 740,178.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,52 3.73
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13,211 .85
11. Total Deductions (11) 31 ,735.58
12. Net Value of Tax Return (12) 708,443.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 708,443.08
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) 7nA.443_n8 X 045 = 31,879.93
17. Amount of Line 14 at sibling rate (17) .0� X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 31,879.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-25-2014 CDO19345 1,578.95 30,000.00
12-23-2014 CD020062 .00 319.03
TOTAL TAX PAYMENT 31,897.98
BALANCE OF TAX DUE 18.05CR
INTEREST AND PEN. .00
TOTAL DUE 18.05CR
* 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. \