HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX t�d) REV-1547 EY AFP (08-13)
PO BOX 280601 � thE-, OFFICE OF
HARRISBURG PA 17128_06?1
RE-CiIST7 LLS
DATE 11-03-2014
ESTATE OF HAMBRIGHT LORAIN D
DATE OF DEATH 10-23-2013
GLc
FILE NUMBER 21 13-1141
COUNTY CUMBERLAND
PROCK ORPHA,'. JACK,IE R ACN 101
114]NJ A! FLL:E Y -D R APPEAL DATE: 01-02-2015
NORTH BETHESDA MD 20852-2466 (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 RETAIN LOWER PORTION FOR YOUR RECORDS +-
R-�:-1-54-7--Ei--A-F-P--C-0-8--i-3-)-;�-T-Iii--O-F-i-N-H-Ei-I-T-A;i-E-ii-X--A��-R-A-I;-E-M-E;i-p--AE-L-O-Wi;i-E-bi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAMBRIGHT LORAIN DFILE NO. :21 13-1141 ACN: 101 DATE: 11-03-2014
TAX RETURN WAS: CX) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 83,407.83 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (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) (5) 34,977.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 118,385.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,372.27
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 18,670.92
11. Total Deductions (11) 43,043.19
12. Net Value of Tax Return (12) 75,342.40
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) -0 0
14. Not Value of Estate Subject to Tax (14) 75,342.40
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 (15) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -n f) x 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 , x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 75,342.40 x 15 = 11,301.36
19. Principal Tax Due (19)= 11,301 .36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-15-2014 CDO18647 473.68 91000.00
07-01-2014 CDO19376 .00 1,851 .36
10-27-2014 REFUND .00 23.68-
TOTAL TAX PAYMENT 11,301.36
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.