HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-18-2014
ESTATE OF LUCKMAN ROSALYN
DATE OF DEATH 09-22-2013
FILE NUMBER 21 13-1099
COUNTY CUMBERLAND
MITCHELL ESQ SCOTT A ACN 101
RHOADS & SINON LLP APPEAL DATE: 10-17-2014
PO BOX 1146 (See reverse side under Objections)
HARRISBURG PA 17108-1146 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: LUCKMAN ROSALYN FILE NO. :21 13-1099 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C 7 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) . 00 credit to your account,
. 00 submit the upper portion
3. Closely Held 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/Misc. Personal Property (Schedule E) (5) 835,253.00
6. Jointly Owned Property (Schedule F) (6) 70,577.00
7. Transfers (Schedule G) (7) 131,515. 00
8. Total Assets (8) 1 ,037,345.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,379.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) .00
11. Total Deductions C11) 35,379.00
12. Net Value of Tax Return C12) 1 ,001,966.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cis) .00
14. Net Value of Estate Subject to Tax C14) 1 ,001 ,966.00
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) 1 .001 .966- 00 x 045.)= 45.088.00-,,,,
17. Amount of Line 14 at sibling rate (17) no X 12`4"
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15
i
19. Principal Tax Due C19 - 45~88.0 0 ice.
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) (D - _rl
12-20-2013 CD018559 1,842. 11 35,000.00 _ :-
04-13-2014 CDO19023 .00 8,246.00 '-- )
':/D CD
TOTAL TAX PAYMENT 45,088. 11
BALANCE OF TAX DUE . 11CR
INTEREST AND PEN. .00
TOTAL DUE . 11CR
e 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.