HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX 11'7� pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE IV DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
HARRoISBURG _ '&
PO bx 2B06kF1G1G'Rp&D OFFICE OF
REGISTER OF WILLS DATE 12-29-2014
?g14 OEC 29 10-M 12 25 ESTATE OF LINGO MATTHEW D
DATE OF DEATH 05-24-2014
FILE NUMBER 21 14-0538
CLERK OF COUNTY CUMBERLAND
C 0 N F(AJ PHANS' C(pqJAN H ACN 101
23% ET
CA �& 02-27-2015
APPEAL DATE:
yST
17011-4642 (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-
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iiV__-1 7 E AF (11-14) OTIC0INHERITANCE X A RA EME ALLOWANCE R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LINGO MATTHEW DFILE N0. :21 14-0538 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) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (5)
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) 59,609.32
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 59,609.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21,1 6.57
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1,414.40
11. Total Deductions (11) 22,530.97
12. Net Value of Tax Return (12) 37,078.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 37,078.35
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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 (IS) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 37,078-3t; X 045 = 1,668.53
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 1 ,668.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-21-2014 CDO19578 83.43 11585.11
TOTAL TAX PAYMENT 1,668.54
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.