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Home My WebLink About09-15-14 NOTICE OF INHERITANCE TAX -` �J 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 DATE 09-15-2014 ESTATE OF LEE DAVID G DATE OF DEATH 07-18-2013 FILE NUMBER 21 13-0852 COUNTY CUMBERLAND SMITH JOHN M ACN 101 222 S MARKET STREET SUI APPEAL DATE: 11-14-2014 PO BOX 267 (See reverse side under Objections) ELIZABETHTOWN PA 17022-0267 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS I COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ---- --+ RETAIN LOWER PORTION FOR YOUR RECORDS 4— ---'-1-5-4-7------------ ------'--------------------------"----------------------------- REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: LEE DAVID GFILE NO. :21 13-0852 ACN: 101 DATE: 09-15-2014 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 145,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 00 submit the upper Portioi 3. Closely Held Stock/Partnership Interest (Schedule L) (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) 68,859.63 6. Jointly Owned Property (Schedule F) (6) 203.28 7. Transfers (Schedule G) (7) 83,780.40 8. Total Assets (a) 297,843.31 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,956.26 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,450.38 11. Total Deductions (11) 36,406.64 12. Net Value of Tax Return (12) 261,436.67 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100 14. Net Value of Estate Subject to Tax (14) 261,436.67 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17 t7>IS and/6~p 19 w-1 -. reflect figures that include the total of all returns assess" ,p date' m � ASSESSMENT OF TAX: 3C ;:0 `1i n p 15. Amount of Line 14 at spousal rate (15) 261,282.59 iK©'1 O�ID C, -rno In TJ•00 16. Amount of Line 14 taxable at lineal rate (16) 1FG_ DR j(7 U45r= F-a i 993 .0 0 17. Amount of Line 14 at sibling rate (17) X,. k.? (n 0.00 18. Amount of Line 14 taxable at collateral rate C18) .00 X-1 15 r-? x.00 19. Principal Tax Due ,-1 9) y 9 TAX CREDITS: n PAYMENT RECEIPT DISCOUNT (+) (V f_ M AMOUNT PAID - DATE NUMBER INTEREST/PEN PAID Cf) 03-04-2014 CD018850 .00 6.93 CD TOTAL TAX PAYMENT 6.93 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 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.