HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTP 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 11-03-2014
ESTATE OF CLEGG LORI A
DATE OF DEATH 03-23-2012
FILE NUMBER 21 12-0440
COUNTY CUMBERLAND
YINGST ESQ JAMES T ACN 101
40 YORK ST APPEAL DATE: 01-02-2015
HANOVER PA 17331-3105 (See reverse side under Objections)
Amount Remitted I I
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-
RiV:-1-54i--Ei--AFP-i-0-8--ii-)-NOTICE---O-F-INHERITANCE--TAX--APP-R-A-Iii-M-E;i-p--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLEGG LORI AFILE N0. :21 12-0440 ACN: 101 DAY-
11-03-2014
70
TAX RETURN WAS: X) ACCEPTED AS FILED CHANGED C-) '771 M
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 C>
C:)
1. Real Estate (Schedule A) (l) �NfT E.=*o ehguCproper
4 roredit to ycvurnaccount,
2. Stocks and Bonds (Schedule B) (2) '0
rs1Ubmi_t1-_the,t4,ppVr portion
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .6'0
of this form j)t h your
4. Mortgages/Notes Receivable (Schedule D) C4) OD 'tax pet -Ti
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 32,718.34c'
6. Jointly Owned Property (Schedule F) (6)
.00- r"I
7. Transfers (Schedule G) (7) C:)
'
S. Total Assets -'f8)s) --$2,71834
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 30.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 30.00
12. Not Value 'of Tax Return (12) 32,688.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 118,866.48
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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 (is) OOIX 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 118,844-4A x 045 = 5,349.00
17. Amount of Line 14 at sibling rate (17) .110 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 5,349.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-28-2013 CDO18334 .00 3,878.02
10-28-2013 WRITEOFF .00 98.26
07-17-2014 CDO19436 .00 1,470.98
07-17-2014 WRITEOFF .00 68.87
TOTAL TAX PAYMENT 5,349.00
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.