HomeMy WebLinkAbout04-29-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAA OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 PtMED OFFICE OF
HARRISBURG PA
L.,l CF WILLS
DATE 04-27-2015
?_01S R 29 Pn 12 15 ESTATE OF ADAMS LARRY E
DATE OF DEATH 03-12-2014
C L E R', 0D F, FILE NUMBER 21 14-0305
COUNTY CUMBERLAND
LUNDBQWHAN L ACN 101
P NCCiMk,BSYE ,V5l APPEAL DATE: 06-26-2015
4242 CARLISLE PIKE (See reverse side under Objections)
CAMP HILL PA 17011-4158 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-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ADAMS LARRY EFILE NO. :21 14-0305 ACN: 101 DATE: 04-27-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 86,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 3,380.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 741,610.43
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
B. Total Assets (8) 830,990.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 67,545.52
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 14,216.56
11. Total Deductions (11) 81,762.08
12. Net Value of Tax Return (12) 749,228.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 749,228.36
14. Net Value of Estate Subject to Tax (14) .01-
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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.