HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX rT_L_ pennsyLvania
BUREAU c5EI@09�&M qA--xJJCE OFAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITAN TAX %LSIDT1 OF WILLS OF DEDUCTIONS AND ASSESSMENT OF TAX 117, REV-1547 EX AFP (11-14)
PO Box 2Bo6ftE G I I r 0
HARRISBURG 17128-0601
Z�14 0H 29 2 DATE 12-29-2014
L
ESTATE OF LOTT HAROLD L
GLERK OFDATE OF DEATH 04-09-2014
ORPHANS' COURT FILE NUMBER 21 14-0396
07U -IVO V COUNTY CUMBERLAND
,O�4 i�IjR L t, ACN 101
10 E HIGH ST APPEAL DATE: 02-27-2015
CARLISLE PA 17013-3015 (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 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOTT HAROLD LFILE NO. :21 14-0396 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C J 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) (2) 8,855.24 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) 143,320.66
6. Jointly Owned Property (Schedule F) (6) 21,660.66
7. Transfers (Schedule G) (7) 137,188.04
8. Total Assets (8) 311,024.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,466. 16
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 541 .81
11. Total Deductions (11) 20,007.97
12. Net Value of Tax Return (12) 291,016.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 291,016.63
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) 90,513.96 x 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 2n0.509_A7 x 045 = 9,022.62
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)= 9,022.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-26-2014 CD019351 394.74 7,500.00
08-19-2014 CDO19565 .00 1,127.89
TOTAL TAX PAYMENT 9,022.63
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE . 01CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.