HomeMy WebLinkAbout11-21-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,'-+°~ i_';~~I6E-OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _
ARPf~AIS~MEN~f ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 ,-;: ',, j1F DED.UCT.TONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~~
~- "-' REV-1547 EX AFP (06-05)
1~~~ ~~Lg~'~ G ~ ~i ~~~ ®~ DATE 11-17-2008
ESTATE OF LEBO MELVA M
n L '/ / _ DATE OF DEATH 07- 11 - 2007
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FILE NUMBER 21 07-0691
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~'~~ ~~ ~ ~~ `' ~ .i~rs ~ COUNTY CUMBERLAND
JAMES M ROBINSON C~,' ~r . _ ., _, ~,~ ACN 101
TURD LAW OFCS APPEAL DATE: 01-16-2009
2 8 S P ITT S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS ~
REV-1547 EX AFP (03-05) _
_ ____ _
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEBO MELVA M FILE N0. 21 07-0691 ACN 101 DATE 11-17-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure 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 portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7, Transfers (Schedule G) (7) .0 0
8. Total Assets C8) .00
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
.00
(9)
(lo) 6,511.50
C11) 6.x,11 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13) .00
(14) 143, 182.14
NOTE: If an assessment 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 C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) . 00 X 045 = .00
17, Amount of Line 14 at Sibling rate (17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 143,182.14 X 15 _ 21,477.32
19. Principal Tax Due (lq). 21,477.31
TAY CRFTITTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) gMDUNT PAID
04-14-2008 CD009545 12.37- 23,495.39
07-15-2008 CD010016 .00 13.53
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 23,496.55
BALANCE OF TAX DUE 2,019.24CR
INTEREST AND PEN. .00
TOTAL DUE 2,019.24CR
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
. orru.m cer orvrocc crnc nc TNrS FnRM FOR INSTRUCTIONS.)
REV-1470 EX (B-SS)
x.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
Lebo, Melva M.
Justin R. Gilmore
FILE NUMBER
ACN
2107-0691
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Forwarded to Post Assessment Review Unit in reference to the reduction to schedule E.
Accepted additional debts.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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