HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q 7
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280
HARRISBURG601 PA I 7M-G.GR D E D 0 F F I C E 0 F
REGIS T ER OF WILLS DATE 12-29-2014
ESTATE OF MCALISTER LESTER R
?0119 01EC 29 IFM 12 N DATE OF DEATH 01-23-2014
FILE NUMBER 21 14-0154
CLE7.",K OF COUNTY CUMBERLAND
IRWINSRE6ER-- B
ACN 101
STE APPEAL DATE: 02-27-2015
354 !E '-SPRING (See reverse side under Objections)
CARLISLE PA 17015-7451 Amount Remittedl
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF., MCALISTER LESTER RFILE NO. :21 14-0154 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
00 submit the upper portion
S. 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) 91333.22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 74,500.00
B. Total Assets (8) 83,853.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,175,95
10. Debts/Mortgage Liabilities/Liens (Schedule 1) CIO) 3 9.80
11. Total Deductions (11) 15,485.75
12. Net Value of Tax Return (12) 68,347.47
13. Charitable/Governmental Requests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 68,347.47
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) AR,347-47 x 045 = 3,075.64
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)= 3,075.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-10-2014 CDO19004 153.78 3,050.00
TOTAL TAX PAYMENT 3,203.78
BALANCE OF TAX DUE 128.14CR
INTEREST AND PEN. .00
TOTAL DUE 128.14CR
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.