HomeMy WebLinkAbout05-30-14 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 EX AFP COB-15)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF LEE JAMES E
DATE OF DEATH 04-26-2013
FILE NUMBER 21 13-0593
COUNTY CUMBERLAND
STONE ESQ DAVID H ACN 101
414 BRIDGE ST APPEAL DATE: 07-25-2014
NEW CUMBERLAND PA 17070-1927 (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 --lo 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: LEE JAMES EFILE NO. :21 13-0593 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 238,700 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 29.60 credit to your account,
. 00 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 135,234.96
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 373,964.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29.866.26
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 118.53
11. Total Deductions C11) 29,984.79
12. Net Value of Tax Return (12) 343,979.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) CIS) . 00
14. Net Value of Estate Subject to Tax (14) 343,979.77
N
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,018 and/a� 19 wi:tA
reflect figures that include the total of all returns assessed tD die (, ;C1
ASSESSMENT OF TAX: r _� 3 u- -� -��j rn
15. Amount of Line 14 at spousal rate (15) .00 4Y U _-,~ C!•-�00 q
16. Amount of Line 14 taxable at lineal rate (167 ;4;•979-77 X� P'� , - �) 9.� O
17. Amount of Line 14 at sibling rate (17)
.On X�al 2- ..J h - -}. OO
-i
t7> -1. , O.TI fTi
18. Amount of Line 14 taxable at collateral rate (18) .00 XC---�75' -� �' _ .-A 0:�7 G ZRR
19. Principal Tax Due n( J)
!a Vn-5,4 .E.r U 9C' (�
TAX CREDITS: O C 0
PAYMENT RECEIPT DISCOUNT C+) -{ O �� f' c-j
AMOUNT PAID -1J i,�,-'b �- M
DATE NUMBER INTEREST/PEN PAID (-) ' - � "�'VTI 1-
07-12-2013 CDO17878 773.95 14,750. 00 r CS7 W
05-19-2014 REFUND .00 44.86- co
TOTAL TAX PAYMENT 15,479. 09
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 - ` ^A
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \fvVw