HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX , Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF THOMPSON III LAWRENCE K
DATE OF DEATH 01-28-2013
FILE NUMBER 21 13-0266
COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOUSER RD APPEAL DATE: 12-05-2014
MECHANICSBURG PA 17055-9751 (See reverse side under Objections)
Amount Remitted l
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 4—
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMPSON III LAWRENCE KFILE NO. :21 13-0266 ACN: 101 DATE: 10-06-2014
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) 36,756.72 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 36,756.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,703.15
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 3,703. 15
12. Net Value of Tax Return (12) 33,053.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 63) — -rio a-
14. Net Value of Estate Subject to Tax "' 3,A 5,_'.5 7
46 C� �-eT
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17101fi�and/oE 19 wi
reflect figures that include the total of all returns assessed31�i .ate. --i C7
ASSESSMENT OF TAX: rn CY CD
15. Amount of Line 14 at spousal rate (15) 33,053.57 Xw..00.o =a 00
16. Amount of Line 14 taxable at lineal rate {16)- -(10 v-045 "a --n 710 0
17. Amount of Line 14 at sibling rate (17) QO x i22 =a c -:-b0
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15"1 = rro0
19. Principal Tax Due Cl9)= ; spa
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEM PAID C-}
TOTAL TAX PAYMENT .00
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.