HomeMy WebLinkAbout06-02-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES #APPRAISEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
�V� r -,-, DEDUCTIONS AND ASSESSMENT OF TAX
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INHERITANCE TAX DJy REV-1547 EX AFP (11-14)
PO BOX 280601 T\
HARRISBURG PA 1712r6t
DATE 06-02-2015
ESTATE OF LOCK LEON I
Nis JUN DATE OF DEATH 05-14-2014
FILE NUMBER 21 14-0550
COUNTY CUMBERLAND
METTE 0RP1'A`HOWELL, -C�
C#tm In-- ACN 101
3401 N , LOUT ST- APPEAL DATE: 08-01 -2015
PC BOX 5950 (See reverse side under Objections)
HARRISBURG PA 17110 Amount Remitted[
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR' RECORDS 4-
R-i:li47-Ei-AFP-CII-i4)-NOTICE-OF-INHERITANCE-TAX-APPRAiiEME;i, ALLOWANCE OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOCK LEON IFILE NO. :21 14-0550 ACN: 101 DATE: 06-02-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED X) CHANGED SEE ATTACHED NOTICE
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) 255,000. 13 credit to your account,
00 Submit the upper portion
S. 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) 125,755.36
6. Jointly Owned Property (Schedule F) C6) 104,275.00
7. Transfers (Schedule G) (7) 660,026.52
8. Total Assets 1 ,145,057.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 40,318.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) CID) 1,435.85
11. Total Deductions (11) 41,754.73
12. Net Value of Tax Return (12) 1,103,302.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 293,257. 15
14. Net Value of Estate Subject to Tax (14) 810,045.13
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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 (is) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) Rln.n4li_13 x 045 = 36,452.03
17. Amount of Line 14 at sibling rate (17) AD x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 36,452.03,
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-11-2014 CDO19533 11000.00 19,000.00
01-14-2015 CD020159 .00 16,452.03
TOTAL TAX PAYMENT 36,452.03
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.
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REV-14 EX(01-10)
pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION.
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENTS NAME FILE NUMBER
Lock, Leon 1. 2114-0550
REVIEWED BY ACN
Jklinger 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G Charitable remainder trusts leave remainder to trust. Added into estate and reported on
line 13.
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