HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX [ pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE '
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF LEBARD AMY A
DATE OF DEATH 10-17-2012
FILE NUMBER 21 12-1270
COUNTY CUMBERLAND
SWETT NICHOLAS ACN 101
APT 604 APPEAL DATE: 05-09-2014
6137 LEESBURG PIKE (See reverse side under Objections)
FALLS CHURCH VA 22041-2128 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEBARD AMY AFILE NO. :21 12-1270 ACN: 101 DATE: 03-10-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 134,125.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 credit to your account,
.00 submit the upper portio
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,791 .51
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
S. Total Assets (8) 137.916.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 343.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 148.930.27
11. Total Deductions (11) 149,273.77
12. Net Value of Tax Return (12) 11,357.26-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 11,357.26-
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn x 045 = .00
17. Amount of Line 14 at sibling rate C17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X Y5 = 0 00
19. Principal Tax Due 55=@ 'r" 71PQ
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
CCD
{-
T
TOTAL TAX PAYMENT .00
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 (CR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \\n