HomeMy WebLinkAbout09-24-15 NOTICE OF INHERITANCE TAX5 __7 pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Z11 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 REUNRDEr CFFI','-r- OF
DATE 09-15-2015
STATE OF STROCK RUTH A
?01S `}rp 1124 PM 1 ONTE OF DEATH 01-03-2015
FILE NUMBER 21 15-0047
COUNTY CUMBERLAND
GALLOWAY DAVID R
WALTERS & GALLOWAY PLL( ORPHA!",' T ACN 101
APPEAL DATE: 11-14-2015
A
54 E MAIN ST C U m B (See reierse side under Objections)
MECHANICSBURG PA 17055-3851 Amount Remitted I I
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---
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REV-1547 EX AFP tll-I4� NOTICE OF INHERITANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STROCK RUTH AFILE NO. :21 15-0047 ACN: 101 DATE: 09-15-2015
TAX RETURN WAS: C 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) (2) 16,083.50 credit to your account,
00 submit the upper portion
3. Closely Hold 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) 3,013.05
6. Jointly Owned Property (Schedule F) (6) 1 ,472.36
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 20,568.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,916.52
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 710. 1 9
11. Total Deductions (11) 18,626.71
12. Net Value of Tax Return (12) 11942.20
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) •Q0
14, Net Value of Estate Subject to Tax (14) 1 ,942.20
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 .942-20 x 045 = 87.40
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 87.40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
05-21-2015 CD020703 .00 87.40
TOTAL TAX PAYMENT 87.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.