HomeMy WebLinkAbout07-13-15 ' NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXEREcopn IONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION VV X111 LL d"ffe O f^• - REV-1547 EX AFP (11-14)
PO BOX URG 01
PA REGIS7`R OF WILLS HARRISBURG PA 17128-0601 (l[-U i li L J "
�0�� ��}L 13 �� 1� On DATE 07-13-2015
1 J ESTATE OF LEBO L R
DATE OF DEATH 09-21-2014
CLERK OF FILE NUMBER 21 14-0947
ORPHANS, V fi zT COUNTY CUMBERLAND
OTTO III CLFAMERLANt Co., r 4 ACN 101
10 E HIGH ST APPEAL DATE: 09-11-2015
CARLISLE PA 17013-3015 (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 C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEBO L RFILE NO. :21 14-0947 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 184,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 271 ,072.79 credit to your account,
S. 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 CSchedule E) (5) 59,433. 19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 515,405.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39,984.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,550.8 9
11. Total Deductions (11) 41,535.61
12. Net Value of Tax Return (12) 473,870.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 473,870.37
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 I X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate (16) 473.87n_37 X 045 = 21,324. 16
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 21,324. 16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-18-2014 CD020039 842. 11 16,000.00
02-24-2015 CD020274 .00 4,273.46
06-03-2015 CD020772 .00 208.59
TOTAL TAX PAYMENT 21,324. 16
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. \�