HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX Za � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE3 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 0 � C�T9N$�AMB,-ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 l�t U h
HARRISBURG PA 17128-0601 REG!STc-,
DATE 08-24-2015
?015 RUG 26 GM 3 UTATE OF ROSENBERGER THOMAS I
DATE OF DEATH 08-01-2014
CSE', FILE NUMBER 21 14-0832
ORPH ' COUNTY CUMBERLAND
BOGAR JAMES CLIMBER!! ACN 101
1 W MAIN ST " APPEAL DATE: 10-23-2015
SHIREMANSTOWN PA 17011-6327 (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 E-�
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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: ROSENBERGER THOMAS IFILE NO. :21 14-0832 ACN: 101 DATE: 08-24-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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,
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) (5) 25,431 .34
6. Jointly Owned Property (Schedule F) C6) 2,180.32
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 27,611 .66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,651.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 10,651.94
12. Net Value of Tax Return (12) 16,959.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 16,959.72
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) 1 6•91i9-72 X 045 = 763.19
17. Amount of Line 14 at sibling rate (17) An X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .00
19. Principal Tax Due (19)= 763. 19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2014 CDO19861 38. 16 822.05
TOTAL TAX PAYMENT 860.21
BALANCE OF TAX DUE 97.02CR
INTEREST AND PEN. .00
TOTAL DUE 97.02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DU1,0
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.