HomeMy WebLinkAbout06-16-14 NOTICE OF INHERITANCE TAX 'r T _ pennsyLvama
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 17128-0601
DATE 06-16-2014
ESTATE OF LENTZ ARTHUR H
DATE OF DEATH 03-29-2011
FILE NUMBER 21 11-0422
COUNTY CUMBERLAND
YOUNG DOUGLAS C ACN 101
114 N HIGH ST APPEAL DATE: 08-15-2014
DUNCANNON PA 17020-1312 (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 F
REV-1547 EX AFP (08-131 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LENTZ ARTHUR HFILE NO. :21 11-0422 ACN: 101 DATE: 06-16-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 23,970.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
.DO submit the upper portion
3. Closely Held Stack/Partnership Interest (Seh¢tlul¢ 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) 12,608.87
6. Jointly Owned Property (Schedule F) (6) 600. 00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 37.178.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 .077. 13
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 11,077. 13
12. Net Value of Tax Return C12) 26, 101 .74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 26,101 .74
o T7
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17c-)18 and/W` 19mI�1
reflect figures that include the total of all returns assessad date c) p
ASSESSMENT OF TAX: cp -D Z
15. Amount of Line 14 at spousal rate (15) .DD Xna 0- C1 —•� ('.'DO
16. Amount of Line 14 taxable at lineal rate (I6) 11;.779-74 X-�04
17. Amount of Line 14 at sibling rate (17) - DD 2� = C"? n00
18. Amount of Line 14 taxable at collateral rate (18) 10,322. 00 !
Xa _) &�30
19. Principal Tax Due l.7C C)� c'aT
2,2589
TAX CREDITS: —7 v-' (--
PAYMENT RECEIPT DISCOUNT (+) .0 f y (P
AMOUNT PAID ,>. CP
DATE NUMBER INTEREST/PEN PAID (-)
10-01-2012 CDO16569 .00 2,258.39
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-02-2012 TOTAL TAX PAYMENT 2,258.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. 51.30
TOTAL DUE 51 .30
x 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. `\(v