HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX rr 7 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 C08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
REGISTER
c OF WILLS DATE 10-21-2014
ESTATE OF LANDIS JOHN G
1011 Off 20 2 13 DATE OF DEATH 03-12-2014
FILE NUMBER 21 14-0304
CL_E,1:� OF COUNTY CUMBERLAND
LANDIS JOHN101
467 REECE DR ORRPHANs' COURT ACN APPEAL DATE: 12-20-2014
HOSCHTON G A E-'4-A"2 C PA (See reverse side under Objections)
4
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LANDIS JOHN GFILE NO. :21 14-0304 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: C 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) 451 ,659.90 credit to your account,
00 submit the upper portion
5. Closely Held Stock/Partnership Interest (Schedule C) CS) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 316,517.22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 128,128.62
8. Total Assets (8) 896,305.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,916.97
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,872.42
11. Total Deductions (11) 12,789.39
12. Net Value of Tax Return (12) 883,516.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 883,516.35
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 cis) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) AA3,514-3F; x 045 = 39,758.24
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)= 39,758.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-10-2014 CDO19285 1,987.91 37,770.33
TOTAL TAX PAYMENT 39,758.24
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.