HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX 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 28060,1p �f,
HARRISBURG PARIE00fDE Q OFFICE OF
REGISTER OF WILLS DATE 07-06-2015
ESTATE OF LUCK TREVA R
HIS JUL 6 PM 3 10 DATE OF DEATH 05-23-2014
FILE NUMBER 21 14-0668
�jR CLERK OF COUNTY CUMBERLAND
STONER' D ��r � CU�Jl� H
ACN 101
414 APPEAL DATE: 09-04-2015
N E Gt LWk k AW) C(�A RV7 0 7 0-19 2 7 (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 4-
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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: LUCK TREVA RFILE NO. :21 14-0668 ACN: 101 DATE: 07-06-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,481 .53
6. Jointly Owned Property (Schedule F) C6) 4,988.65
7. Transfers CSchedule G) (7) 141,443. 17
8. Total Assets (8) 160 ,913.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,4 54.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 79.41
11. Total Deductions (11) 20,534.31
12. Net Value of Tax Return (12) 140,379.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 140,379.04
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) 14n.379.04 X 045 = 6,317.06
17. Amount of Line 14 at sibling rate (17) -n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,317.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-13-2014 CDO19540 315.85 6,400.00
TOTAL TAX PAYMENT 6,715.85
BALANCE OF TAX DUE 398.79CR
INTEREST AND PEN. .00
TOTAL DUE 398.79CR
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.