HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION RECORDED O FI C E OF
REV-1547 EX AFP (11-14)
PO BOX 280601 V #
HARRISBURG PA 17128-0601 REGIST`P, (,�- V,"tL,f S
4_ DATE 06-29-2015
MIS JUN 30 `i9 Pn 3 ESTATE OF RUSHO HOMER W
J DATE OF DEATH 03-10-2013
CLEr\i; OF FILE NUMBER 21 13-0357
BLAIR
��UANS FOUR COUNTY CUMBERLAND
�rr� �J ACN 101
5440 JONESTOW�PVUROE=1 UND CO., PA APPEAL DATE: 08-28-2015
PO BOX 6216 (See reverse side under Objections)
HARRISBURG PA 17112 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 4 - -----------------
------------------------------------ ----- ---------- -- - -------------REV 1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUSHO HOMER WFILE NO. :21 13-0357 ACN: 101 DATE: 06-29-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 140,500.00 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 CSchedule D) (4) .00' tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,248.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 149,748.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 34,707.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 29,360.87
11. Total Deductions (11) 64,068.85
12. Net Value of Tax Return (12) 85,679.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 85,679.91
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 1 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate (16) RS•679-91 x 045 = 3,855.60
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,855.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-09-2013 CDO18511 .00 41150.00
TOTAL TAX PAYMENT 4,150.00
BALANCE OF TAX DUE 294.40CR
INTEREST AND PEN. .00
TOTAL DUE 294.40CR
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.
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE
EXPLANATION DLN: 15029416
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG- 17128-0601
DECEDENT'S NAME FILE NUMBER
Homer W Rusho 2113-0357
REVIEWED BY ACN .
Jason Kreiser 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 The value of the real estate has been increased from $115,000.00 to $140,500.00 as the
result of field investigation and/or use of the common level ratio to reflect reasonable
fair market value.
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