HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION �} �-y -- REV-1547 EX AFP (11-14)
PO BOX 280
HARRIISBURG6PA 17128-0601 RECO R D E O OFFICE O F
RELGISTFR ni WILLS DATE 06-22-2015
ESTATE OF LACKEY CAROLYN L
(0!5 JUN 30 Pn 3 50 DATE OF DEATH 10-05-2014
FILE NUMBER 21 14-0970
CLEt,A' OF COUNTY CUMBERLAND
FREY R } �, COUFT ACN 101
5 S HANOVER ST CU REFI A"') fPPS APPEAL DATE: 08-21-2015
CARLISLE A 17013-`35bq (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 E-
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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: LACKEY CAROLYN LFILE NO. :21 14-0970 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 CSchedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) .01) credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0, tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 18,28 2.98
6. Jointly Owned Property (Schedule F) C6) 1,320.00
7. Transfers CSchedule G) C7) .00
8. Total Assets C8) 19,602.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,219.07
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 11130.00
11. Total Deductions (11) 7,349.07
12. Net Value of Tax Return (12) 12,253.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 12,253.91
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 1 2.7q'i-91 x 045 = 551 .43
17. Amount of Line 14 at sibling rate C17) -nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 551 .43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-11-2015 CD020234 .00 551 .43
TOTAL TAX PAYMENT 551 .43
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. \