HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX p @11115�/LVa1118 rrL
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (OB-13)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF MALLISON LAWRENCE
DATE OF DEATH 07-26-2013
FILE NUMBER 21 13-0825
COUNTY CUMBERLAND
FREY ROBERT G ACN 101
5 S HANOVER ST APPEAL DATE: 07-18-2014
CARLISLE PA 17013-3307 (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 4--
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MALLISON LAWRENCE FILE NO. :21 13-0825 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED ,
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN o
1. Real Estate (Schedule A) (1J 00 NOTE'To M-Re proper
2. Stocks and Bonds (Schedule B) (2) �"0 cre(TY1 t ao'You3 account,
r, 0 sub the7uyper Portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) Hof this fo0m43ith your
4. Mortgages/Notes Receivable (Schedule D) (4) --- tax ymeviiJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 40,43t-op;; �• O
6. Jointly Owned Property (Schedule F) (6) 171 ,73$.--00�
7. Transfers (Schedule G) (7) O C�
8. Total Assets - G67) IyT21 16(9.00
APPROVED DEDUCTIONS AND EXEMPTIONS: N O
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 .771 .00
F T
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 121 ,356.00
11. Total Deductions (11) 143,127.00
12. Net Value of Tax Return (12) 69,042.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 69,042. 00
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) F9 •n69_ nn X 045 = 3,106.89
17. Amount of Line 14 at sibling rate (17) . n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3, 106.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-26-2013 CDO18567 .00 3,346.02
TOTAL TAX PAYMENT 3,346.02
BALANCE OF TAX DUE 239. 13CR
INTEREST AND PEN. .00
TOTAL DUE 239. 13CR
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.