HomeMy WebLinkAbout11-09-07
DATE 11-12-2DD7
ESTATE OF LOFBLAD AUDREY M
DATE OF DEATH D7-22-2DD6
FILE NUMBER 21 D6-D7D7
COUNTY CUMBERLAND
ACN IDl
APPEAL DATE: Dl-11-2DD8
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
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 M FILE NO. 21 D6-D7D7 ACN IDl DATE 11-12-2DD7
r" ...
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOI~C_E QF INHERITANCE TAX
'APPRAISEH!NT,,' ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~tUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0601
'inn? !\
t. c- '.- I "
-9
r-n It: 28
ROBERT C SAlOIS
SAlOIS ETAL
21D9 MARKET ST
CAMP HILL
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011'
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PA 17D11
'*
REV-1547 EX AFP (06-05)
TAX RETURN WAS:
( X) CHANGED
SEE ATTACHED NOTICE
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. Dl
5,DDD.DD
.DD
.DD
.DD
2.D77.23
.DD
.DD
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern_ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
16,52D.76
.DD
(11)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
(16)
Cl7>
(18)
.DD
67D,849.45
.OD
.DD
X DD
X D45..
X 12 ..
X 15 ..
+
INTEREST/PEN PAID (-)
1,5DD.DD
.DD
DATE
ID-19-2DD6
D4-2D-2DD7
AMOUNT PAID
28,5DD.DD
613.18
NUMBER
CDDD7322
CDDD8D64
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
7, D77. 23
11'..Ii?O 7~
9,443.53-
.DD
67D,849.45
Cl9)..
.DD
3D,188.22
.DD
.DD
3D,188.22
3D,613.18
424.96CR
.DD
424.96C
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-'470EX(~
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601 .
HARRISBURG PA 17128-0601
DECEDENTS NAME
Lofblad, Audrey M
FILE NUMBER
Cheryl Gordon
ACN
2106-0707
101
REVIEWED BY
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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