HomeMy WebLinkAbout07-28-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX W REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF LIFTON JUDITH
DATE OF DEATH 03-14-2011
FILE NUMBER 21 11-0392
WEIDNER ESQ DEAN A COUNTY CUMBERLAND
ACN
508 N 2ND STREET APPEAL DATE: 09-19-2014
PO BOX 845 (See reverse side under Objections)
HARRISBURG PA 17108-0845 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE --0,---RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIFTON JUDITH FILE NO. :21 11-0392 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule 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) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets C8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .285.565. 06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 1 ,285,565.06
12. Net Value of Tax Return (12) 1 ,285,565. 06-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 4,841,662.93
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) 4.r.R6.869-93 X 045 = 2064408.83
17. Amount of Line 14 at sibling rate (17) .00 X 1 �' .0GI-
18. Amount of Line 14 taxable at collateral rate (18) 254,800.00 X 1_E53 3L,220�0•000 '
19. Principal Tax Due ( I":J 24c628';,g3 Tl
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) �6 ,. co
AMOUNT PAID _
DATE NUMBER INTEREST/PEN PAID (-) 0��. (_- � C_ .i
06-02-2011 CDO14532 8,421 . 05 16 0,0 0 0. 0 0-77
12-19-2011 CDO15367 31 .25- 100,000. 00 O -- i,
06-14-2012 CDO16130 . 00 34,569.54 -"
10-29-2012 CDO16722 . 00 40.74 D c-n `�O
T
TOTAL TAX PAYMENT 303,000.08
BALANCE OF TAX DUE 58,371 .25CR
INTEREST AND PEN. .00
TOTAL DUE 58,371.25CR
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.