HomeMy WebLinkAbout09-14-15 NOTICE OF INHERITANCE TAXpennsyLvania
APPRAISEMENTs ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX I-F
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF
DATE 09-07-2015
REG10,T1_r_. ESTATE OF ROCK STEVEN E
32 DATE OF DEATH 01-13-2013
FILE NUMBER 21 13-0115
COUNTY CUMBERLAND
SHa',IbAN. ESQ JOHN D ACN 101
O�TJE�?911: C ' � APPEAL DATE: 11-06-2015
C U Z�� , 1� - RD (See reverse side under Objections}
,�INGLESTOWN
k'RISBURG PA 17110-9670 Amount Remittedi
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 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROCK STEVEN EFILE NO. :21 13-0115 ACN: 101 DATE: 09-07-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
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
S. 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) 515,867.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets 515,867.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17,000.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 46,549.00
11. Total Deductions (11) 63,549.00
12. Net Value of Tax Return (12) 452,318.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0.0-
14.
0014. Net Value of Estate Subject to Tax (14) 2,033,695.00
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) 1,132,763.00 x 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 900.9'i7 0n x 045 = 40,542.00
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)= 40,542.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-09-2013 CDO17428 2,027.10 42,000.00
02-10-2014 REFUND .00 13,153.25-
04-22-2015 CD020548 345.66- 10,177.00
TOTAL TAX PAYMENT 40,705.19
BALANCE OF TAX DUE 163. 19CR
INTEREST AND PEN. .00
TOTAL DUE 163. 19CR
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. 6\9\