HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-15)
PO Box 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE GF
REGISTER OF WILLS DATE 10-21-2014
ESTATE OF FLESHER CLARICE E
Dn 12 15 ATE OF 113-2010
20114 OCT 20 1 FILE NUMBERDEATH 21-12-1033
CLEK ," 07 COUNTY CUMBERLAND
LYONS ATTOR JOHN F ACN 101
112 WALNUT STREET ORPHA114S' �OURT APPEAL DATE: 12-20-2014
HARRISBURG PA 0WIERI-AtIor, On,, p A (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FLESHER CLARICE EFILE NO. :21 12-1033 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 138,987.50 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (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 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11000.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7)- .00
8. Total Assets CS) 139,987.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 139,987.50
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 139,987.50
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 139,987_9n x 045 = 6,299.44
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)= 6,299.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-20-2014 CDO18786 .00 45.00
INTEREST IS CHARGED THROUGH 11-05-2014 TOTAL TAX PAYMENT 45.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 6,254.44
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 613.75
TOTAL DUE 6,868.19
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EX(01-10)
� Lvania penns Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENTS NAME FILE NUMBER
Clarice Flesher 2112-1033
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The Department allows an estate to suspend the valuation of real estate for up to 15
months from the decedent's date of death. A fair market value as of the date of death was
determined by multiplying the total county assessed value of$111,190 by the common
level ratio of 1.25.
E Total on Schedule E was not correctly carried forward to recapitulation page.
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