HomeMy WebLinkAbout03-10-14 NOTICE OF INHERITANCE TAX , pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE I" DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX _ REV-1547 EX AFP COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF NEIL SR LEONARD R
DATE OF DEATH 04-03-2012
FILE NUMBER 21 12-0563
G COUNTY CUMBERLAND
LEASON THOMAS p
ACN 101
49 W ORANGE ST APPEAL DATE: 05-09-2014
SHIPPENSBURG PA 17257-1813 (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 F
REV-1547 EX AFP (OB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEIL SR LEONARD RFILE NO. :21 12-0563 ACN: 101 DATE: 03-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 118,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 credit to your account,
.
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 23,369.08
6. Jointly Owned Property (Schedule F) (6) '00
7. Transfers (Schedule G) (7) •00
8. Total Assets (8) 141 ,369.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,060.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10, 121.52
11. Total Deductions (11) 27,181 .52
12. Net Value of Tax Return (12) 114, 187.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14- Net Value of Estate Subject to Tax (14) 114,187.56
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) 57,093.78 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1'7.Q93.7R X 045 = 2,569.22
17. Amount of Line 14 at sibling rate (17) - nn X 12 = , .00
18. Amount of Line 14 taxable at collateral rate (16) .00 X
19. Principal Tax Due W53' PQ 58gj
TAX CREDITS: m
PAYMENT RECEIPT DISCOUNT -(+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) CA n
11-07-2013 CDO18375 64.24- 2,633.4
03-03-2014 SBADJUST .00 .6 C
x—
TOTAL TAX PAYMENT 2,569.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 1�\'tJJ1J