HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (11-14)
HARRISBURG PA 171RI�Qoq R D E D OFFICE OF�
REGISTER OF WILLS
DATE 07-20-2015
ESTATE OF ROSENBERRY BARBARA J
?91S JUL 2 7 FM 09 DATE OF DEATH 06-10-2014
CLERIC 0 F FILE NUMBER 21 14-0636
BANGS ORPHAN XIeRAtl'r L COUNTY CUMBERLANDACN 101
429SANAPPEAL DATE: 09-18-2015
MWL.AD PA
CAMP HILL PA 17011-5902 (See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROSENBERRY BARBARA JFILE NO. :21 14-0636 ACN: 101 DATE: 07-20-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 166,467.28 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
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) 7,893.76
6. Jointly Owned Property (Schedule F) {6} 17,198. 14
7. Transfers (Schedule G) (7) 106,199.95
8. Total Assets (8) 297,759.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 19,180.30
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 28,531 .75
11. Total Deductions (11) 47,712.05
12. Net Value of Tax Return (12) 250,047.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 250,047.08
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) 2Rn,n47_nR X 045 = 11 ,252.12
17. Amount of Line 14 at sibling rate (17) -On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (is) .00 x 15 = .00
19. Principal Tax Due C19)= 11,252. 12
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-06-2015 CD020313 .00 4,346.76
04-30-2015 CD020609 28.88- 6,936.50
TOTAL TAX PAYMENT 11,254.38
BALANCE OF TAX DUE 2.26CR
INTEREST AND PEN. .00
TOTAL DUE 2.26CR
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.