HomeMy WebLinkAbout11-09-09COMMONWEALTH OF PENNSYLVANIA
• DEPARTMENT OF REVENUE
` '"`` ~~''~~~ ~~?`~~- (~~lOTICE OF INHERITANCE TAX
BU~2EAU OF INDIVIDUAL TAXES "~ ' '~ ' `''~~-~ r..l' t
'. __ f. ,.APP.~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~- ~ '- '.Q'~ ,;,p~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-- - ` -~ ~ ~-~ ~ ``-~'
HARRISBURG PA 17128-0601
209 0~ -9 P~ l~ 45
CLERK ~_~
C~PI~,~~~`~ ~:~JU77RTj~
JAMES F LOGUE E~~''
BENN LAW FIRM
103 E MARKET ST
YORK PA 17401
REV-1547 EX AFP CO1-09)
DATE 11-09-2009
ESTATE OF LOGUE LUCILLE I
DATE OF DEATH 08-26-2008
FILE NUMBER 21 08-1035
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-08-2010
(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 ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOGUE LUCILLE I FILE N0. 21 08-1035 ACN 101 DATE 11-09-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,0 0 8.8 5
6. Jointly Owned Property (Schedule F) (6) 1 , 154.68
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 7, 163.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,886.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 31_2.536 .32
11 . Total Deductions C11) 320 .422 _ 32
12. Net Value of Tax Return C12) 313,258.79-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 313,258.79-
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 (15) • 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 C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ .0 0
19. Principal Tax Due C19)= .0 0
TAY ~`DCTITTC.
AYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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.)
REV-1470 EX (6.88)-.
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Lucille I. Logue 2108-1035
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F Total on Schedule "F" was not correctly carried forward to recapitulation page.
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