HomeMy WebLinkAbout02-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-06D1
DEBRA K WALLET
24 N 32ND ST
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"~^ ~~~-'~r ~ID;TQCE OF INHERITANCE TAX
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`.APPRA;SEM~NT, ALLOWANCE OR DISALLOWANCE
~- .,i 9,F bl:pUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (12-OB)
2~0~ ~~~ -6 p~ ~2: 4 ( DATE o2-02-2009
ESTATE OF LIITZE ANTHONY J
DATE OF DEATH O1.-19-2008
'~~~~~ ~{ ~' FILE NUMBER 2l. 08-0166
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„ COUNTY CUMBERLAND
~," ~ ~~~ ~~ ACN 1(I 1
APPEAL DATE: 04-03-2009
PA 17011 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, Pt1 17013
CUT ALONG THIS LINE ---- -~ --RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LUTZE ANTHONY J FILE N0. 21 08-0166 ACN 101 DATE 02-02-2009
TAX RETURN WAS: C 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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 27,705.14 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 208,625.62
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 236,330.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,762.15
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 234.56
11. Total Deductions (11) 7.996.71
12. Net Value of Tax Return C12) 228,334.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) 500.00
14. Net Value of Estate Subject to Tax C14) 227,834.05
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 C18) 227,83+.05 X 15 _ 34,175.11
19. Principal Tax Due c19)= 34, 175.11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-17-2008 CD009578 1,578.95 30,000.00
10-10-2008 CD010403 .00 2,596.16
TOTAL TAX CREDIT 34,175.11
BALANCE OF 7'AX DUE .00
INTEREST AN]D PEN. .00
TOTAL DIVE .00
1^ i
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~il, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /1S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)