HomeMy WebLinkAbout05-20-15 NOTICE OF INHERITANCE TAX ...... pennsyLvania
APPRAISEMENTo ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX QV REV-1547 EX AFP (11-14)
PO BOX 280601%CORDE71 OFFICE OF
HARRISBURG PA 28-0601,,
' F `sI REG;,,*!-4, ( I
DATE 05-18-2015
?0155F!RY 20 Pin 10 '1-,8; ESTATE OF LYNCH JAMES E
DATE OF DEATH 04-20-2014
FILE NUMBER 21 14-1008
COUNTY CUMBERLAND
DELuc@ERPHt,','. DAVID-_ W ACN 101
3010�gF'KET 'ST APPEAL DATE: 07-17-2015
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-1662 Amount Remitted I I
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYNCH JAMES EFILE NO. :21 14-1008 ACN: 101 DATE: 05-18-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 154,618.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 38. 10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 154,656.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,930.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 78,000.00
11. Total Deductions (11) 79,930.50
12. Net Value of Tax Return (12) 74,725.60
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 74,725.60
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 (15) 74,725.60 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) _ntl x 045 = .00
17. Amount of Line 14 at sibling rate C17) . 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
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.