HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX rq Pennsykvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO Box 280601
HARRISBURG PA 17129.0601
DATE 05-19-2014
ESTATE OF LIPPERT MARY A
DATE OF DEATH 04-18-2013
FILE NUMBER 21 13-0626
COUNTY CUMBERLAND
WILSON MARIN R ACN 101
222 MARKET ST APPEAL DATE: 07-18-2014
LEWISBURG PA 17837-1544 (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 . —6• RETAIN LOWER PORTION FOR YOUR RECORDS f--
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REV-1547 EX AFP 008-133 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIPPERT MARY AFILE NO. :21 13-0626 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN o
1. Real Estate (Schedule A) (1) •0�1 NOTE: TC-ensGRe(rplroper
2. Stocks and Bonds (Schedule B) (2) .0a7— credit vo6F 4 oust,
04; submit a uppe ortion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) -®f8his-•farm 4v� Your
4. Mortgages/Notes Receivable (Schedule IT (4) '0 mapL- Pay+AtPt. 1. 1r1
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8,554.87,-- fr. C=) ;.D O
6. Jointly Owned Property (Schedule F) (6) '0 Cn O
7. Transfers (Schedule G) C7) 1 ,102,216.3407
C-)S. Total Assets (8$ C 1 .11.&,77;
APPROVED DEDUCTIONS AND EXEMPTIONS: r3
U) �
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,166. 1 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,750.69
13. Total Deductions (11) 13,916.80
12. Net Value of Tax Return (12) 1 ,096,854.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 266,445.27
14. Not Value of Estate Subject to Tax (14) 830,409. 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) -nn X 045 = . 00
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 830,409. 14 X 15 = 124,561 .37
19. Principal Tax Due (19)= 124,561 .37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID {-J
07-18-2013 CDO17910 6,000.00 114,000.00
01-16-2014 CDO18661 .00 4,561.37
TOTAL TAX PAYMENT 124,561.37
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.