HomeMy WebLinkAbout12-29-09~p~ NOTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES "}'S_"i,'.r .. ~, . MEI~jr'~~AC~"OWAN~CE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF~UC,TIiI~~, AND ~-SSESSMENT OF TAX REV-1547 EX AF.' (12-09)
PO BOX 280601 ~~~>;llv.~l,.i ,.t ~ , ._,
HARRISBURG PA 17128-0601
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Z~~9 ~~~ 29 A~ ~Q' 32 iDATE 12-21-2009
ESTATE OF LAUER MARGERATE A
DATE OF DEATH 07-22-2008
C~~~}~ ~~r~-~ FILE NUMBER 21 08-0841
~RPNAh S ul.~'.i~T COUNTY CUMBERLAND
KEVIN R LAUER (;(}~,~?~ ~~ !''~~ ~ , { '., PP. ACN 101
215 TAPEWORM RD APPEAL DATE: 02-19-2010
NEW BLOOMFIELD PA 17068 (See reverse side under4bjections)
Anount Re~eitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAUER MARGERATE AFILE N0.:21 D8-0841 ACN: 101 DATE: 12-21-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.00 NOTE: To ensure proper
1. Real Estate (Schedule A) C1)
2. Stocks and Bonds (Schedule B) C2) .DQ credit to your account,
.00 submit the upper portion
3. Closely Held Stock/PartnershipInte rest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,222.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 7 , 222.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.4 79.OD
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 572.00
11. Total Deductions (11) 9, 051.00
12. Net Value of Tax Return (12) 1,829.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,829.00-
NOTE: If an assess~ent 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 (16) _OD x 045 = .00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
P DATENT I RNU BER I INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.