HomeMy WebLinkAbout01-07-15 NOTICE OF INHERITANCE TAX 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 (11-14)
PO BOX 280601
HARRISBURG PA 17128RUORCED OFFICE OF
REGISTER OF V!ILLS DATE 01-05-2015
?01S JAN 7 RM 1155 ESTATE OF LANKARD WANDA L
DATE OF DEATH 12-11-2013
C L E OF FILE NUMBER 21 14-0022
COUNTY CUMBERLAND
TRIMMER ORPHAINCKnURTA ACN 101
PO BOX �qL!-ri! �,.l D (I-,'' P A APPEAL DATE: 03-06-2015
MECHANJPA 17055i-�0659 (See reverse side under Objections)
Amount Remittedi
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-
RiV:-1-54-7--Ei--AFP--C-1-1--i-4-)-NOTICE--O-F-INHERITANCE-TAX--APP-R-A-li-E-M-ENi-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LANKARD WANDA LFILE NO. :21 14-0022 ACN: 101 DATE: 01-05-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. 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) 25,873.OT
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 00
8. Total Assets (8) 25,873.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,958.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 3,958.00
12. Net Value of Tax Return (12) 21,915.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 260,095.00
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) 26n,n9s_nn X 045 = 11,704. 18
17. Amount of Line 14 at sibling rate (17) On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 11 ,704. 18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-10-2014 CDO18873 585.21 11,994.00
09-12-2014 REFUND .00 11811 .90-
09-22-2014 CDO19711 .77- 986.18
TOTAL TAX PAYMENT 11,752.72
BALANCE OF TAX DUE 48.54CR
INTEREST AND PEN. .00
TOTAL DUE 48.54CR
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.