HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~%EppRd.ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' _ _.pF~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~~• ~-~ ~ - ~' 'w ~ - REV-1547 EX AFP (01-09)
DATE 06-22-2009
L~~9 JI~P~ L6 ~~? I' J 6 ESTATE OF LIVELSBERGER NANCY A
DATE OF DEATH 03-12-2008
~~~~( ~~~ FILE NUMBER 21 08-0336
~P~~j~ ~~R~ COUNTY CUMBERLAND
FREDERICK I HAGANIf~~~~{~~ ~~;,{~~ ; ;~ ~~ ACN 101
HUGANIR LAW OFCS APPEAL DATE: 08-21-2009
P 0 BOX 3 0 8 (See reverse side under Objections )
CARLISLE PA 17013-0308 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS E- --------------
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LIVELSBERGER NANCY A FILE N0. 21 08-0336 ACN 101 DATE 06-22-2009
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)
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
cl) 185,600.00
c2) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 45.525.40
c6) .00
c7) 244,016.27
cB) 475, 141.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
36,070 .54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.076 .93
11. Total .Deductions cll) 40.147.47
12. Net Value of Tax Return C12) 434, 994.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 434,994.20
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) 434,994.20 X 045 = 19,574.74
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 19,574.74
TAY rQFiITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-15-2009 (0010773 71.41- 19,646.15
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-16-2009
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DU
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DU
A REFUND. S
TOTAL TAX CREDIT 19,574.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. 40.22
TOTAL DUE 40.22
E IS LESS THAN S1, NO PAYMENT IS REQUIRED.
E IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
EE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)