HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX ff 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-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF LORENZ THOMAS C
DATE OF DEATH 03-30-2013
FILE NUMBER 21 13-1262
COUNTY CUMBERLAND
LORENZ STEVEN T ACN 101
UNIT B APPEAL DATE: 07-25-2014
1004 STANFORD ST (See reverse side under Objections)
HOUSTON TX 77019-4305 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
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REV-1547 EX AFP C08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LORENZ THOMAS CFILE NO. :21 13-1262 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •DD NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
. 00 submit the upper portion
3. Closely Held 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) 56,907.97
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 56.907.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 56,907.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 56,907.97
NOTE: If an assessment was issued previously, Lines 142 15, 16, 17, 18 and/orv19 will
reflect figures that include the total of all returns assessed_�to dates m
ASSESSMENT OF TAX: 3 o m c-,15. Amount of Line 14 at spousal rate (15) 56,907.97 X5 eo D
= 3 G_0 (:A
16. Amount of Line 14 taxable at lineal rate C16) - nn X(9P¢$ 0
17. Amount of Line 14 at sibling rate (17) an XF"1 rkn 8 M r.'DO
18. Amount of Line 14 taxable at collateral rate (18) .00 X:�15n
19. Principal Tax Due C)(e)0 -T' X00
TAX CREDITS: n O = n
PAYMENT RECEIPT DISCOUNT C+) - rn
AMOUNT PAID IV
DATE NUMBER INTEREST/PEN PAID C-) -17 Cl) p
co
TOTAL TAX PAYMENT .00
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 N
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. `�