HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX T
pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 a AFP COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF CLEMENTS LLOYD W
DATE OF DEATH 10-14-2013
FILE NUMBER 21 14-0074
COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 . CLOUSER RD APPEAL DATE: 07-25-2014
MECHANICSBURG PA 17055-9751 (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
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REV-1547 EX AFP (08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLEMENTS LLOYD WFILE NO. :21 14-0074 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 CSchedule A) (1) •00 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 farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,835. 00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 9,940.63
8. Total Assets (8) 18.775.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .415.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 1 ,415.42
12. Net Value of Tax Return (12) 17,360.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax CIA) 17 360 .21
0
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1 and/or �0 wig
reflect figures that include the total of all returns assessed ao 9at e. m o
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) 17,360 .21 X O,d -�
16. Amount of Line 14 taxable at lineal rate (16) - nn X 5;= iTl r, nT.6A
17. Amount of Line 14 at sibling rate (17)
nn x i2C = .DODO
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 1`5 �= "-O -Tf.O'0
19. Principal Tax Due
TAX CREDITS: IV M
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID L'- C.J (n T
DATE NUMBER INTEREST/PEN PAID (-7 CD
TOTAL TAX PAYMENT .00
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. \,�