HomeMy WebLinkAbout06-16-14 NOTICE OF INHERITANCE TAX [� j pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE '�*�7' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1x47 IX AFP (OB-13)
PD BOX 260601
HARRISBURG PA 17128-0601
DATE 06-16-2014
ESTATE OF LISSNER RICHARD L
DATE OF DEATH 09-07-2011
FILE NUMBER 21 11-0966
COUNTY CUMBERLAND
HORD KATHY
ACM
4520 CLARENDON ST APPEAL DATE: 08-15-2014
HARRISBURG PA 17109-4430 (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 4-REV-1547 EX AFP CO8-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LISSNER RICHARD LFILE NO. :21 11-0966 ACN: 101 DATE: 06-16-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (57 3,250.78
6. Jointly Owned Property (Schedule F) (6) . DO
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 3.250 .78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) <307 .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 3,250 .78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 36,911 . 00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/o,r,19 will
reflect figures that include the total of all returns assesse�to date - n
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) . 00 X3D = r'= fJ ;:c0
16. Amount of Line 14 taxable at lineal rate (16) nn X. � 9-n Z '; .-00
17. Amount of Line 14 at sibling rate (17) 12.303.67 X 12; =_ H`l 474N4
18. Amount of Line 14 taxable at collateral rate [18) 24,607.33 XT7:5;9"" 3,691 .10
19. Principal Tax Due r, l'67.-94
TAX CREDITS: o -n Z3
PAYMENT RECEIPT DISCOUNT (+) q !-� C•>
AMOUNT PAID I- ITT
DATE NUMBER INTEREST/PEN PAID (-) ~ r O
05-02-2012 CDO15930 .00 4,712.43� N -n
12-17-2013 CDO18541 .00 455.11
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-18-2013 TOTAL TAX PAYMENT 5, 167.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. 20.82
TOTAL DUE 20.82
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.