HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX � , 4: pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
�G1 �� )c V��L�DATE 06-22-2015
AN
ESTATE OF LOMADY CLARA S
HIS JUN 30 C)n J WE OF DEATH 06-07-2014
E NUMBER 21 14-0718
G( Ert:� Off_ COUNTY CUMBERLAND
JAMES A GALLAGHER CPA ACN 101
380 RED LION RD ORP HAI:S' COURT APPEAL DATE: 08-21-2015
SUITE 101 CUMBERLAND CO., f ,R, (See reverse side under Objections)
HUNTINGDON VAL PA 19006 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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOMADY CLARA SFILE NO. :21 14-0718 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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) 780,554.09 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0, tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 154,017.25
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 97,001.32
8. Total Assets c8) 1 ,031 ,572.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17,254.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 251 .28
11. Total Deductions (11) 17,505.99
12. Net Value of Tax Return C12) 1,014,066.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 25 000.00
14. Net Value of Estate Subject to Tax (14) 989,066.67
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) 9A9.n66-67 X 045 = 44,508.00
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)= 44,508.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-02-2014 CDO19625 2,026.32 38,500.00
01-29-2015 CD020179 .00 3,982.00
TOTAL TAX PAYMENT 44,508.32
BALANCE OF TAX DUE .32CR
INTEREST AND PEN. .00
TOTAL DUE .32CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE \n\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \UI