HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OFFICE06FDEDUCTIONS AND ASSESSMENT OF TAX REV-15A7 EX AFP (11-140
PO BOX 280601 DI"MRDED
HARRISBURG PA 17128 t% wl" LS
DATE 03-30-2015
30pn ESTATE OF LUJANAC PATRICIA V
12 37
DATE OF DEATH 02-20-2014
CLEF OF* FILE NUMBER 21 14-0189
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BESHORE )4'A R V I,N B ACH 101
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130 STAWW�W_ - APPEAL DATE: 05-29-2015
HARRISBURG PA 17101-1026 (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- -------------------
- - - - -- ---- -5 ---
R_�:li47_Ei_AFV(ll-i4)_�OTIH OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUJANAC PATRICIA VFILE NO. :21 14-0189 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 111,102.48 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) 27,257.53
6. Jointly Owned Property CSchedule F) (6) 2.58
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 138,362.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,600.20
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 35,847.53
11. Total Deductions (11) 64,447.53
12. Net Value of Tax Return (12) 73,915.06
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 73,915.06
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 73,91 9i-nA x 045 = 3,326.18
17. Amount of Line 14 at sibling rate (17) .001 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due 3,326.18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-18-2014 CDO19942 .00 3,326. 18
TOTAL TAX PAYMENT 3,326. 18
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.