HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, 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 RECORDED OFFICE OF
REGIS TERX OF WILLS DATE 11-17-2014
BANE
L71919 NOU 29 FM 1 12 DATEESTATE OFOF DEATH 01-R17-R 2008 LEROY B
FILE NUMBER 21 08-0205
C L E F6\' OF COUNTY CUMBERLAND
LINSENBAUH OWIUAM!S' &OUR"T ACN 101
8 N BALTIMORt LN B y-kk I,"1,I-� C. ') 1 P.'
APPEAL DATE: 01-16-2015
D I L L S B U R G 701`9-12 0 (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 --Io- RETAIN LOWER PORTION FOR YOUR RECORDS t'-
REV-1547 EX AFP C08-13) NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE
-RV:li47EiAFPi08-i3) NOTIiiOFiNHEiITANEETiiAPPRAiiEMENi2ALiOWi;CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARNER LEROY BFILE NO. :21 08-0205 ACN:' 101 DATE: 11-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 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) CS)
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) 121,050.31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7)- .00
8. Total Assets Ca) 121,050-31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,728.05
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 30,921 .71
11. Total Deductions (11) 61,649.76
12. Net Value of Tax Return (12) 59,400.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 59,400.55
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 172 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) 59.4nn-59 x 045 = 2,673.02
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)= 2,673.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE .NUMBER INTEREST/PEN PAID
07-22-2014 CDO19446 .00 2,673.00
INTEREST IS CHARGED THROUGH 12-02-2014 TOTAL TAX PAYMENT 2,673.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE .02
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 564.20
TOTAL DUE 564.22
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.