HomeMy WebLinkAbout04-20-15 RECORDED OFFICE QFNOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAEgJA :TsER O iflMEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 s pQ
HARRISBURG PA 17128701 4� RPR R L 0 PM 1 '21
vv DATE 04-20-2015
C'-Ft� F ESTATE OF LEPPIN MATTHEW H
ORPHANS' COURT DATE OF DEATH 09-28-2014
CUHBLERL%e' D i FILE NUMBER 21 14-0946
COUNTY CUMBERLAND
FLOWER ESQ THOMAS E ACN 101
10 W HIGH ST APPEAL DATE: 06-19-2015
CARLISLE PA 17013-2922 (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
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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: LEPPIN MATTHEW HFILE NO. :21 14-0946 ACN: 101 DATE: 04-20-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 180,129.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 314,240.63 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,4 04. 10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 112,610.56
8. Total Assets (8) 635,384.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31 ,484.63
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 730.06
11. Total Deductions (11) 32,214.69
12. Net Value of Tax Return (12) 603,169.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 603,169.60
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 CIS) 00 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate (16) Ana. 7 69_An X 045 = 27,142.63
17. Amount of Line 14 at sibling rate (17) n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 27,142.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-08-2014 CD020002 1,315.79 25,000.00
PAYMENT MUST BE MADE BY 06-28-2015*. TOTAL TAX PAYMENT 26,315.79
BALANCE OF TAX DUE 826.84
INTEREST AND PEN. .00
TOTAL DUE 826.84
■ 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.