HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES p(ppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION " OF IIEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ,_ „
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DAVID M LAUCKS E ~~~,~~;`~''- ~
LAUCKS K LAUCKS ~~-~ ., ~, ~ ~~
105 W BROADWAY
RED LION PA 17356
REV-1547 EX AFP (12-OB)
DATE 01-27-2009
ESTATE OF MILLER THELMA M
DATE OF DEATH 01-29-2008
FILE NUMBER 21 08-0163
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-28-2009
(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 ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f- _
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER THELMA M FILE N0. 21 08-0163 ACN 101 _______________
OR
DATE 01-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
Stocks and Bonds (Schedule B)
2 C2) ,00 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 3,992.65
6. Jointly Owned Property (Schedule F) (6) 21,887.74
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 95,880.39
APPROVED DEDUCTIONS AND EXEMPTIONS: 22,798.44
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 96 3 .44
11. Total Deductions (11) 23.761 .SS
72, 118.51
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
72, 118.51
14. Net Value of Estate Subject to Tax (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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X 00 = .DO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 72, 118.51 X 045 = 3,245.33
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19.
rev ro Principal Tax Due
rnrTC. c19)= 3,245.33
- PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
03-20-2008 CD009450 162.27 3,098.39
01-20-2009 REFUND .DO 15.33-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,245.33
BALANCE OF T'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN ~il, NO PAYMENT IS REQUIRED. ~~((
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)