HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE @� DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
/ RECORDEBSTA E OF LANKARD014 WANDA L
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PO BOX 659 C / �P EAL DATE: 11-08-2014
MECHANICSBURG PA 17055-0659 ORp OF (See reverse side under Objections)
CUMBEZAROMAKI ELI STER OFBWI ANSD REMIT PAYMENT TO:
.1 tOURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LANKARD WANDA LFILE NO. :21 14-0022 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) 192,642. 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 to payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 52,611 .00
6. Jointly Owned Property (Schedule F) (6) •00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 245.253. 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,756.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .317.00
11. Total Deductions (11) 7,073.00
12. Net Value of Tax Return (12) 238, 180 . 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 238, 180. 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) JAR. 1Rn. nn X 045 = 10,718. 00
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,718. 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (i) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-10-2014 CDO18873 535.90 11 ,994.00
TOTAL TAX PAYMENT 12,529.90
BALANCE OF TAX DUE 1 ,811.90CR
INTEREST AND PEN. .00
TOTAL DUE 1,811 .90CR
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. \/�0�1?'�