HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES R( FCD6tl�IPFJOHDOFSSESSMENT OF TAX REV-1547 NT AF REVENUE
(08- UE
INHERITANCE TAX DIVISION j t U I( REV-1547 IX AFP (OB-13)
PO BOX 260601
HARRISBURG PA 17126-0601 REGISTER OF WILLS
2014 SEP 9 pill 3 o ESTATE OF LEERS 2014 JAMES P
CLERK �F DATE OF DEATH 11-12-2013
FILE NUMBER 21 13-1284
ORPHANS' COURT COUNTY CUMBERLAND
SMITH ESQ ALLEN
51 S FRONT ST (; MBERLAND CO., P i4CN APPEAL DATE: 11-08-2014
PO BOX 7592 (See reverse side underOhjecdons)
STEELTON PA 17113-0592 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 E-
REV-1547 EX AFP (08-13) NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEER JAMES PFILE NO. :21 13-1284 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 151,900 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule L) (3) DO submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •D0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,734.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 165.634.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.077. 00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 131 .435. 00
11. Total Deductions (11) 140,512.00
12. Net Value of Tax Return (12) 25,122.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 00
14. Net Value of Estate Subject to Tax (14) 25,122.00
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) 7Fi.1 ?2_ nn X 045 = 1,130.00
17. Amount of Line 14 at sibling rate (17) - nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 1 , 130.49
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-01-2014 CDO19099 . 00 1, 130 . 00
09-02-2014 SBADJUST . 00 .49
TOTAL TAX PAYMENT 11130.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE .00
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. ��(