HomeMy WebLinkAbout02-09-15 w i NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANj7�(�l7VY0t r F�-ice'" OF DEDUCTIONS AND ASSESSMENT OF TAX l
PO BOX 28 t1I P' ` j [vrr - O REV-1547 EX AFP (11-14)
HARRISBURG ff,- IZb-P 0�1} r''f' `, !LL$
roll FEB�U 9 �M 1 Oc DATE 02-09-2015
1J J ESTATE OF RICHARDSON LILA E
_ DATE OF DEATH 04-29-2014
CLI;-, I' FILE NUMBER 21 14-0480
WE��RP rS' 0;"-' i COUNTY CUMBERLAND
O�ttt� ESQ ., RIC.HARD L ACN 101
fiAmlolkLimo ST APPEAL DATE: 04-10-2015
SHIPPENSBURG PA 17257 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICHARDSON LILA EFILE NO. :21 14-0480 ACN: 101 DATE: 02-09-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,426.56 credit to your account,
3. 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) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 496,598.08
6. Jointly Owned Property (Schedule F) (6) 6,890.07
7. Transfers (Schedule G) (7) 14,122.90
8. Total Assets (8) 671 ,037.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 37,239.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,483.40
11. Total Deductions (11) 38,722.56
12. Net Value of Tax Return (12) 632,315.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 632,315.05
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) X 045 = 28,454.18
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)= 28,454. 18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-25-2014 CDO19480 1,420.90 26,997. 17
INTEREST IS CHARGED THROUGH 02-24-2015 TOTAL TAX PAYMENT 28,418.07
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 36.11
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .08
TOTAL DUE 36. 19
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. \�
REV-1470 EX(01+10)
pennsylvan�a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, A 17128-0601
DECEDENT'S NAME FILE NUMBER
Richardson, Lila 2114-0480
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G 2 The IRA is fully taxable as the decedent is the primary owner and the transferee is a
beneficiary not a joint owner.
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