HomeMy WebLinkAbout12-29-09- NOTICE OF INHERITANCE TAX
Bi/REAU OF INDIVIDUAL TAXES "3t'~I~r• ~T.~+. LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDN r~--~'OF`~-DC'T~$ AND ASSESSML"sNT OF TAX
PO BOX 280601 ~~ .;{ "` r, i
HARRISBURG PA 17128-06 01 ~ Sri "'~ ~-' ~ ~'~ ~ ,..
pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-09)
DATE 12-21-2009
209 DEC 29 APB IQ~ ~~ ESTATE OF LEPLEY NORMA J
DATE OF DEATH 03-10-2009
CLFR~C Q~ FILE NUMBER 21 09-0283
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~ COUNTY CUMBERLAND
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MICHAEL L BANGS l
~~~~:r~ ra ;,~-~~ r -1 P~ ACN 101
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429 S 18TH ST w` ~ y` `~`~" APPEAL DATE: 02-19-2010
CAMP H I L L PA 17 011 (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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-~
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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: LEPLEY NORMA JFILE N0 .:21 09-0283 ACN: 101 DATE: 12-21-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00 credit to your account,
C2)
OQ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 88,011.32
6. Jointly Owned Property (Schedule F) (6) •OQ
7. Transfers (Schedule G) (7) •0Q
e. Total Assets ce) 88,011.32
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 12.454.27
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 82.79
11. Total Deductions C11) 12,537.06
12. Net Value of Tax Return C12) 75,474.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 75,474.26
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/'or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2009 CD011322 315.79
06-30-2009 CD011435 .00
INTEREST IS CHARGED THROUGH 01-05-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
C15) . 00 X
C16) 37.737 _ 14 X
(17) 19 .868 _ 57 X
c18) 18,868.57 X
AMOUNT PAID
00 = .00
045 = 1,696.17
12 = 2,264.23
15 = 2,830.29
c19)= 6,792.69
, Y Y V. V V
453.14
TOTAL TAX PAYMENT 6,768.93
BALANCE OF TAX DWE 23.76
INTEREST AND PEN. .08
TOTAL DUE 23.84
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (&88) ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
UCI.r000171 J 1\/11YIL
Norma Lepley 2109-0283
REVIEWED BY ACN 1 O1
Tracell Collins-Smith
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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