HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PD BOX 0601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF HILLS DATE 08-17-2015
flfl �+ ESTATE OF LANSHE MARGARET M
?015 !!J3 26 Fn 3 68DATE OF DEATH 10-13-2014
FILE NUMBER 21 14-1059
JAMES ESQ GARY CLEF_ COUNTY CUMBERLAND
O��N�,I�S' Gam,,-`T ACN 101
134 SIPE AVE APPEAL DATE: 10-16-2015
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HUMMELSTOWN PA 13K`� 262+�+ (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: LANSHE MARGARET MFILE NO. :21. 14-1059 ACN: 101 . DATE:. 08-17-2015
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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,84 6.60
6. Jointly Owned Property (Schedule F) (6) 7,343.67
7. Transfers (Schedule G) (7) 918,560.61
8. Total Assets (8) 934,750.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 43,191 .87
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 21 ,427.71
11. Total Deductions (11) 64,619.58
12. Net Value of Tax Return C12) 870,131 .30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 870,131.30
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) R711.1 ;1 -'i0 x 045 = 39,155.91
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 C19)= 39,155.91
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-13-2015 CD020123 1,947.37 37,000.00
04-21-2015 CD020550 .00 208.54
TOTAL TAX PAYMENT 39,155.91
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. (\,J�\_,►,�