HomeMy WebLinkAbout06-29-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
~OT~tE OF INHERITANCE TAX
:)\-("rprw:~~\O!lIt,~T, ALLOWANCE OR DISALLOWANCE
,...,11...1 L.lj i;)#. J;lj:.DUq-'fIONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
1001 JUN 29 PM ,: , I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-25-2007
LOFBLAD
07-22-2006
21 06-0707
CUMBERLAND
101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
AUDREY
M
CAMP HILL PA 17011 A.ount R8IIi tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOFBLAD AUDREY MFILE NO.21 06-0707 ACN 101 DATE 06-25-2007
TAX RETURN WAS: ( X) ACCEPTED AS F I LED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) (l) 195,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 53,813.96 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 472,792.93
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 721,606.89
APPROVED DEDUCTIONS AND EXEMPTI ONS : 24,258.54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) <l0) 17.055.37
1l. Total Deductions <ll) 41.313.91
12. Net Value of Tax Return <l2) 680,292.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) <l3) .00
14. Net Value of Estate SUbject to Tax <l4) 680,292.98
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of A.b.!.. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate <lS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate <l6) 680,292.98 X 045 = 30,613.18
17. Amount of Line 14 at Sibling rate <l7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate <lS) .00 X 15 = .00
19. Principal Tax Due <l9)= 30,613.18
.AX CRl=nITS:
PAYMENT RECEIPT DISCDuNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-19-2006 CD007322 1,500.00 28,500.00
04-20-2007 CD008064 \ .00 613.18
TOTAL TAX CREDIT 30,613.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
II IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED. ~
FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
ROBERT C SAIDIS
SAIDIS ETAL
2109 MARKET ST
CLERK OF
ORPHAN'S COURT
ESQ...UI' .\,'rr"'.,.in ('n PA
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