HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 NT OF REVENUE
INHERITANCE TAX DIVISION -1541 IX AFP CBS-13)
PO 286501
HARRISBURG PA 17128-0607
DATE 06-16-2014
ESTATE OF LUMBY BARBARA
DATE OF DEATH 02-13-2013
FILE NUMBER 21 13-0220
COUNTY CUMBERLAND
WILDS ESQ STEVEN C ACN 101
WIX WENGER & WIDNER APPEAL DATE: 08.15-2014
PO BOX 845 (See reverse side under Objections)
HARRISBURG PA 17108-0845 Amount Remitted l
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-
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REV-1547 EX AFP CD8-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUMBY BARBARA FILE NO. :21 13-0220 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) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 33,823.00 credit to your account,
Do 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/Mist. Personal Property (Schedule E) (5) 28,031 .58
6. Jointly owned Property CSchadule F) (6) .00
7. Transfers (Schedule G) (7) 201 ,028.32
8. Total Assets (8) 262,882.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 31 .292.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,265.65
11, Total Deductions (11) 34,558.36
12. Net Value of Tax Return (12) 228,324.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 228,324.54
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to dates
ASSESSMENT OF TAX: `-� -'n m
15. Amount of Line 14 at spousal rate (15) 25,027.00 x,09' T¢
16. Amount of Line 14 taxable at lineal rate (16) 2n-j,797 .x4 k:J 45
17. Amount of Line 14 at sibling rate (17) .00 71;2
18. Amount of Line 14 taxable at collateral rate (18) .DO i CD 00
14. Principal Tax Due fj14}° 4 y'1,48k 39
TAX CREDITS: j
PAYMENT RECEIPT DISCOUNT --
AMOUNT PAID G7 (- — C-)
DATE NUMBER INTEREST/PEN PAID (-) z M
05-06-2013 CDO17564 286.84 5,450:&0 If) CD
05-06-2013 CDO17565 170.58 5,450.x'0 {"V "n
TOTAL TAX PAYMENT 11,357.42
BALANCE OF TAX DUE 2,209.03CR
INTEREST AND PEN. .00
TOTAL DUE 2,209.03CR
v IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE l
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. `\