HomeMy WebLinkAbout01-26-15 NOTICE OF INHERITANCE TAX - pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX 17 REV-1547 EX AFP (11-14)
PO BOX 280601
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I. DATE 01-27-2015
on i ESTATE OF LINKEY HERBERT D
7P,IS J91N [b DATE OF DEATH 05-09-2012
FILE NUMBER 21 13-0472
COUNTY CUMBERLAND
TP4!E t ESQ "DAVID H ACN 101
14 iklb6E ST APPEAL DATE: 03-28-2015
itUHBER LAND PA 17070-1927 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4- -------------------
RE�:ii4i-Ei-A��-iil-14i-N6TIEE-6F-i��-RiiANEE iAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LINKEY HERBERT DFILE NO. ;21 13-0472 ACN: 101 DATE: 01-27-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 12,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule R) (2) .00 credit to your account,
S. 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 12,500.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,339.40
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 100
11. Total Deductions (11) 12,339.40
12. Net Value of Tax Return (12) 160.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 60.60
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) 160-40 x 045 = 7.23
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)= 7.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-12-2014 CDO19661 .00 7.23
01-20-2015 SBADJUST .00 .34
TOTAL TAX PAYMENT 7.23
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.