HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX pennsyLvania
R. qpsR D E D (,A P FR 6 r-S 0,4 DEPARTMENT OF REVENUE
.tNT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL01: EnUCTIONS AND ASSESSMENT OF TAX QVREY-1547 EX AFP (08-13)
INHERITANCE TAX DIVISION REGISTER OF V11M�
PO BOX 280601
HARRISBURG PA 17128-0601
1014 NON PM 12 54 DATE 11-10-2014
ESTATE OF LEEDY LETHA E
CLEC... 0 F DATE OF DEATH 12-21-2013
ORPHANS' ( GUI';_[ FILE NUMBER 21 14-0109
SQ�YMBEERI� '�'D ? ` FA COUNTY CUMBERLAND
WEIGLE E JERRY A ACN 101
126 E KING ST APPEAL DATE: 01-09-2015
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEEDY LETHA EFILE NO. :21 14-0109 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 51,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
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) 116,973. 13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 167,973.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22,634.90
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,005.48
11. Total Deductions (11) 25,640.38
12. Net Value of Tax Return (12) 142,332.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00-
14. Net Value of Estate Subject to Tax (14) 142,332.75
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 C16) 147.332.75 X 045 = 6,404.97
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,404.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-19-2014 CDO18910 315.79 6,000.00
07-09-2014 CDO19399 .00 89. 18
TOTAL TAX PAYMENT 6,404.97
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.