HomeMy WebLinkAbout03-03-14 NOTICE OF INHERITANCE TAX pennsylvama
` APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-25-2014
ESTATE OF LINGLE JR CHARLES W
DATE OF DEATH 08-10-2013
FILE NUMBER 21 13-0921
COUNTY CUMBERLAND
ROE ESQ JOHN A ACH 101
2520 DOEHNE RD APPEAL DATE: 04-26-2014
HARRISBURG PA 17110 (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 1� RETAIN LOWER PORTION FOR YOUR RECORDS +-REV-1547 EX AFP (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LINGLE JR CHARLES WFILE NO. :21 13-0921 ACN: 101 DATE: 02-25-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) .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 D7 (4) . 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,914.47
6. Jointly Owned Property (Schedule F) (6) 58,312.63
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 67,227. 10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8.731 .92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 8,731.92
12. Net Value of Tax Return (12) 58,495. 18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) . 00
14. Net Value of Estate Subject to Tax C14) 58,495. 1&
T
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or Y9 w�
reflect figures that include the total of all returns assessed ate. ::r- 1.37�',I)
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 08� (_ ,$0
16. Amount of Line 14 taxable at lineal rate (16) r+RG9F-nn X 04
17. Amount of Line 14 at sibling rate (17) On X 12 �O• 'C'7 . 0.0'.
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 - 0 J
19. Principal Tax Due (19).x' 2, pgr2 2
TAX CREDITS: Y
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID IV
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2013 CDO18353 131.61 2,916.60
TOTAL TAX PAYMENT 3,048.21
BALANCE OF TAX DUE 415.93CR
INTEREST AND PEN. .00
TOTAL DUE 415.93CR
x 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.
REV4670 LX(01-10)
p@nnsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
R
DECEDENT'S NAME FILE NUMBER
Charles Lingle 2113.0921
REVIEWED BY ACN
Alan-Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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