HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX 1 Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT of REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
REV-1547 IX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF LOWE ELIZABETH L
DATE OF DEATH 06-05-2013
FILE NUMBER 21 13-0666
COUNTY CUMBERLAND
BOGAR JAMES D ACN 101
LONE WEST MAIN STREET APPEAL DATE: 09-12-2014
SHIREMANSTOWN PA 17011 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOWE ELIZABETH LFILE NO. :21 13-0666 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 108,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 11 ,377.71 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) DO submit the upper Portion
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) 45,316.46
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) C7) 42,349.47
S. Total Assets C8) 207,043.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 39. 152.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 39,152.44
12. Net Value of Tax Return (12) 167,891 .20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 167,891 .20
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) 167.891 20 X 045 = 7,555. 10
�T-
17. Amount of Line 14 at sibling rate (17) DD X 12C-�r= - .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 �CD
19. Principal Tax Due (1 7,t55.
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
I R2
ZD
DATE NUMBER INTEREST/PEN PAID C-) �- l
08-28-2013 CDO18069 377.76 8,473.70
b �
TOTAL TAX PAYMENT 8,851 .46
BALANCE OF TAX DUE 1,296.36CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,296.36CR
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.