HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-_: ~ "~''~ ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES t App'~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF.DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~' REV-1547 EX AFP (12-08)
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f-"•'' ESTATE OF LIPOVSKY ANNETTE M
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SUSAN M BROWN ~`~ 1'~' ~~ ,^ ~~'
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18 CAMPBELL PLACE
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CD CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~• RETAIN LOWER PORTION FOR YOUR RECLIRDS E'~-
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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 LIPOVSKY ANNETTE M FILE N0. 21 08-0175 Ai~N 101 DATE 02-02-2009
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) (1) .OD NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1021495.64 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. MortgageslNotes 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
c4) .00
(5) 375 , 577 .52
I6) 69,906.00
~7) .00
ca)
tax payment.
547,979.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,229 .72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 581 .65
11. Total Deductions C11) 15.811 .37
12. Net Value of Tax Return (12) 532, 167.79
13. CharitablelGovernmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 532, 167.79
NOTE: If an assessment was issued previously, lines 14, 15 and,ior 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 (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 532, 167.79 X 045 = 23, 947.56
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. Principal Tax Due C19)= 23, 947.56
TAY CRFTITTS~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-15-2008 CD009570 1,197.38 25,,000.00
DATE OF DEATH 01-16-2008
FILE NUMBER 21 08-0175
COUNTY CUMBERLAND
ACN 101
APPEAL D,4TE: 04-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYAIiLE AND REMIT PAYMENT T0:
TOTAL TAX CFtEDIT 26,197.38
BALANCE OF TAX DUE 2,249.82CR
INTEREST AND PEN. .00
TOTAL DUE 2,249.82CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I., NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) i.,~