HomeMy WebLinkAbout03-02-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL raxEs OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ���� �� REV-1547 EX AFP (11-14)
PO BOX 280601 ^
HARRISBURG PA 17128-06Q03 C,(' F(C E 0 C
REG I'S TLE ` E l!!LLS DATE 03-02-2015
ESTATE OF LOVETT JAMES H
901J i sail 2 PM 12 130 DATE OF DEATH 01-19-2014
FILE NUMBER 21 14-0223
CLE,", OF COUNTY CUMBERLAND
LUHN III Q�� EDGAR, , ,.-,R- ACN 101
480 DOUBL �G GAP RD ` '" i APPEAL DATE: 05-01-2015
_11NEWVILLE�U} Er tPA \17241-9433 (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 -♦ RETAIN LOWER PORTION FOR YOUR RECORDS 4 -------------------
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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: LOVETT JAMES HFILE NO. :21 14-0223 ACN: 101 DATE: 03-02-2015
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) (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) 1,308,468. 00
6. Jointly .owned Property (Schedule F) (6) 46,251 .00
7. Transfers (Schedule G) (7) 111 ,267.00
8. Total Assets (8) 1 ,465,986.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31 ,171.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,166.00
11. Total Deductions (11) 34,337.00
12. Net Value of Tax Return C12) 1,431,649.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1,431,649.00
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 C15) 0 0 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 •431 .449_nn X 045 = 64,424.21
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 C19)= 64,424.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-11-2014 CDO19022 2,591.84 49,245.00
09-15-2014 CDO19679 .00 11,998.00
INTEREST IS CHARGED THROUGH 03-17-2015 TOTAL TAX PAYMENT 63,834.84
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 589.37
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.20
TOTAL DUE 596.57
* 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. \�