HomeMy WebLinkAbout12-22-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT3CE pF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAISEMEN3, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 - - '. ~OF.~!D~DUCTIONS AND ASSESSMENT OF TAX
_ ,
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~{1(?~ ~~~ 2~ p~_~ ~; ®$ DATE 12-15-2008
ESTATE OF LANTZ JUDITH L
r,. DATE OF DEATH 12-16-2007
~~`~~ ~ FILE NUMBER 21 08-0891
COUNTY CUMBERLAND
~
RON TURD ~
•' ~~ ACN 101
TURD LAW OFCS APPEAL DATE: 02-13-2009
28 S P ITT ST (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 LANTZ JUDITH L FILE N0. 21 08-0891 ACN 101 DATE 12-15-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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
C1) 109,462.50 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5)_ 2,620.23
c6) .00
n) .00
c8) 112, 082.73
14,911.42
C9)
clo) .00
C11) 14.91 I .4
clz) 97, 171 .31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) . 00
c14) 97, 171 .31
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
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
rev rornrTO.
C15) . 00 X
c16) 97, 171.31 X
I17) • 00 X
C18)
00 _ .00
045_ 4,372.71
12 _ .00
00 X 15 = .00
c19)= 4,372.71
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-10-2008 CD010251 .00 4,372.71
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 4,372.71
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. (•
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~'j
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