HomeMy WebLinkAbout04-07-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128.0601
DATE 04-07-2014
ESTATE OF CLEGG LORI A
DATE OF DEATH 03-23-2012
FILE NUMBER 21 12-0440
COUNTY CUMBERLAND
YINGST ESQ JAMES T ACH 101
40 YORK ST APPEAL DATE: 06-0S-2014
HANOVER PA 17331-3105 (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 ---T RETAIN LOWER PORTION FOR YOUR RECORDS E-r
REV-1547 EX AFP (OB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLEGG LORI AFILE NO.-:21 12-0440 ACN: 101 DATE: 04-07-2014
TAX RETURN WAS; (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A} (1) .08 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submitf_t� t upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of thi$E�orm wi= your
4. Mortgages/Notes Receivable (Schedule D) (4) • 02 tax paykint.rn rm
5. Cash/Bank Doposits/Mist. Personal Property (Schedule E) (5) 109,630.499 G') O
6. Jointly Owned Property CSchedule F) C6) '8 . S C')
7. Transfers (Schedule G) (7) DUD 3> f— rrl IT!
S. Total Assets C2,�' 10._._.9•6��
APPROVED DEDUCTIONS AND EXEMPTIONS: CJ C') O "O -n `n
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,37 .59G � _n
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,076. t-+ r— M
11, Total Deductions (j�)� W'4
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 86, 178. 14
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) R6.17R-14 X 045 = 3,878.02
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .DO
19. Principal Tax Due (19)= 3,878.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-28-2013 CDO18334 .00 3,878.02
10-28-2013 WRITEOFF .DO 98.26
TOTAL TAX PAYMENT 3,878,02
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. `\(\�