HomeMy WebLinkAbout03-21-14 (2) NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF LOVETT EVELYN B
DATE OF DEATH 12-11-2012
FILE NUMBER 21 13-0051
COUNTY CUMBERLAND
IRWIN ESQ ROGER B ACN 101
IRWIN & MCKNIGHT PC APPEAL DATE: 04-18-2014
60 W POMFRET ST (See reverse side under Objections)
CARLISLE PA 17013-3243 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOVETT EVELYN BFILE NO. :21 13-0051 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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,
.
S. Closely Hold Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) •00
7. Transfers (Schedule G) (7) 125,787. 13
S. Total Assets (8) 125,787. 13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,265. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 1,265.00
12. Net Value of Tax Return (12) 124,522. 13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 129,813. 17
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) On X 04_ .- .00 1�
17. Amount of Line 14 at sibling rate (17) 199.813- 17 X 12 11`1 15,577.58 •Tl
�'._?
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15�52:C- -. .00'_ )
19. Principal Tax Due (19-)^` 1'
15,.577..58";
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+J AMOUNT PAID -
DATE NUMBER INTEREST/PEN PAID C-)
03-05-2013 CDO17273 31 .75 603. 17 �,
10-29-2013 CDO18339 . 00 14,942.66
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-30-2013 TOTAL TAX PAYMENT 15,577.58
BALANCE OF TAX DUE . 00
INTEREST AND PEN. 58.81
TOTAL DUE 58.81
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.