HomeMy WebLinkAbout11-21-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 2806~~1
HARRISBURG PA 17128-0601
FIARRY E LICHTENBERGER
1.338 SWOPE DR
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NQiLLC _OF,.INHERITANCE TAX
ARPR{C~SE~J~J~~"A~LOWANCE OR DISALLOWANCE
"OP,•D'E~IJUCTIONS"AND ASSESSMENT OF TAX
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E~OILING SPGS PA 17007
REV-]547 EX AFP (06-05)
DATE 11-10-2008
ESTATE OF LICHTENBERGER EUZANE R
DATE OF DEATH 01-11-2008
FILE NUMBER 21 08-0100
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-09-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOiN_G THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ __________ __
REV-15417 EX AFP C03-051 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LICHTENBERGER EUZANE R FILE N0. 21 08-0100 ACN 101 DATE 11-10-2008
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: ORIGINAL RETURN
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) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 3,707.90
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total assets (B) 43,707.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
808.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 120.21
11. Total Deductions (11) 9 8.9 6
12. Net Value of Tax Return (12) 42,778.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14J 42,778.94
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 (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 42, 778.94 X 045 = 1 , 925.05
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . OD
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19). 1,925.05
TAY /`G~CTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 11-25-2008
AT THE: RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1,925.05
INTEREST AND PEN. 16.63
TOTAL DUE 1,941.68
* IF F'AID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. /
FOR CALCULATION DF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~('Y
• ~~~~~.~„ orr orvroer eTnr nG TNTS FnRM FOR INSTRUCTIONS.) ~J
REV-1470 EX (6-88)
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~ INHERITANCE TAX
~~ EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPP,RTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NP~ME
Euzane Lichtenberger FILE NUMBER
2108-0100
REVIEWED BY 101
Tracell Collins-Smith
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
G ~ 1 The joint account owner has been billed separately per your request.
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