HomeMy WebLinkAbout05-26-15 NOTICE OF INHERITANCE TAX --rW7- pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 117 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 12 - 0'0�
11 E JGFFiCLE OF
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"F DATE 05-25-2015
ESTATE OF REBER GERALD i
NIS F!19Y 26 PM 12 50 DATE OF DEATH 03-30-2014
FILE NUMBER 21 14-0338
C L E". F COUNTY CUMBERLAND
PROCTOR -JAMES- L ACN 101
STEC�9?3r7�- APPEAL DATE: 07-24-2015
" (See reverse side under Objections
35 E HIGH SY
CARLISLE PA 17013-3052 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 +-
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REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REBER GERALD JFILE NO. :21 14-0338 ACN: 101 DATE: 05-25-2015
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) (2) .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) ( ) 365,645. 11
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 365,645.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9-487.9 1
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,730.70
11. Total Deductions (11) 14,217.71
12. Net Value of Tax Return (12) 351,427.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 351,427.40
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) RF1 .427-411 x 045 = 15,814.23
17. Amount of Line 14 at sibling rate (17) -(1n' x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 15,814.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-29-2014 CD020075 .00 15,814.23
12-30-2014 CD020080 .00 9.41
TOTAL TAX PAYMENT 15,823.64
BALANCE OF TAX DUE 9.41CR
INTEREST AND PEN. .00
TOTAL DUE 9.41CR
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.