HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAXpennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (11-14)
PO BOX RECORDED OFFICE or
HARRISBURGURG PPA 17126-0601 VA
REGISTER Cr 'WILLS DATE 08-03-2015
ESTATE OF LORENZ KATHARINE S
?015 RUG 3 Pn 12 05 DATE OF DEATH 09-13-2014
FILE NUMBER 21 14-1200
LE i COUNTY CUMBERLAND
LORENZ 0R[SrUV� ,,,L , ACN 101
232 BEVERL�VVB E APPEAL DATE: 10-02-2015
NEWARK Rn�'",X19 71 i-,7 912 (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 +-
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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: LORENZ KATHARINE SFILE NO. :21 14-1200 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: C 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) 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 187,118.00
6. Jointly Owned Property (Schedule F) C6) 00
7. Transfers CSchedule G) (7) 00
8. Total Assets (8) 187,118.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 101119.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 10,119.00
12. Net Value of Tax Return (12) 176,999.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 176,999.00
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 C16) 176.999_on X 045 = 7,965.00
17. Amount of Line 14 at sibling rate C17) An X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 7,965.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-12-2015 CD020345 .00 7,965.00
TOTAL TAX PAYMENT 7,965.00
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.