HomeMy WebLinkAbout01-20-15 RECORDED OFFICE OFNOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIV AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DI �10NREV-1547 EX AFP (11-14)
i DEDUCTIONS AND ASSESSMENT OF TAX
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PO BOX 280601
HARRISBURG PA 17115 060wi1q, 20 F11 12 11 DATE 01-19-2015
CLE ,i CF ESTATE OF LEONARD ELLEM M
C,1 DATE OF DEATH 01-11-2014
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ORPHANS' L FILE NUMBER 21 14-0088
C U M B LER`"' COUNTY CUMBERLAND
LEONARD III DENE R ACN 101
511 PINEWOOD DR APPEAL DATE: 03-20-2015
RADCLIFF KY 40160-8742 (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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEONARD ELLEM MFILE NO. :21 14-0088 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (I) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 526.00 credit to your account,
.00 submit the upper portion
3. 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) 22,697.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,847.00
8. Total Assets (8) 25,070.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,290.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 18,403.00
11. Total Deductions (11) 22,693.00
12. Net Value of Tax Return (12) 2,377.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) ,00
14. Net Value of Estate Subject to Tax (14) 2,377.00
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 (15) 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 2,377-nn x 045 = 107.00
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)= 107.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-03-2014 CDO19647 .00 107.00
TOTAL TAX PAYMENT 107.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.