HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE X141\I��f DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-18-2014
ESTATE OF LENDA IRENE M
DATE OF DEATH 11-02-2013
FILE NUMBER 21 14-0036
COUNTY CUMBERLAND
CONFAIR SUSAN H ACN 101
2331 MARKET ST APPEAL DATE: 10-17-2014
CAMP HILL PA 17011-4642 (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
REV-1547 EX AFP COS-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LENDA IRENE MFILE NO. :21 14-0036 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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) 3,166.41 credit to your account,
00 submit the upper portion
S. 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) 13,709.00
6. Jointly Owned Property (Schedule F) (6) 6,588.02
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 23.463.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,983.57
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 837.39
11. Total Deductions (11) 6,820.96
12. Net Value of Tax Return (12) 16,642.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 16,642.47
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) IA-447-47 X 045 = 748.91
17. Amount of Line 14 at sibling rate C17) no X k2) o
.00
18. Amount of Line 14 taxable at collateral rate C18) . 00 X
Y
19. Principal Tax Due m1T
TAX CREDITS:
r . N 14.,
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID C^'`
DATE NUMBER INTEREST/PEN PAID ,
01-28-2014 CDO18706 37.45 728.630('.
08-11-2014 REFUND .00 17. 17P(5
D i
N �/D CD
--'7
TOTAL TAX PAYMENT 748.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.