HomeMy WebLinkAbout02-05-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ---~ ,,,,~ 4 ~ .;
INHERITANCE rnx DIVISION -~;'. -- `~EiIt~CTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 C,._'.+"~ `"~
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JAMES M ROBINSON ~...~-,l '~, ~ ~.~•. ~~'
TURO LAW OFFICES (`,v~~,~`.:
28 S PITT ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-01-2010
ESTATE OF LANTZ JUDITH L
DATE OF DEATH 12-16-2007
FILE NUMBER 21 08-0891
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE----- ~---RETAIN LOWER PORTION
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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: LANTZ JUDITH LFILE N0.:21 08-0891 ACN: 101 DATE: 02-01-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) .0 0
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H ) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 75, 111.70
11. Total Deductions C11) 75, 111.70
12. Net Value of Tax Return C12) 75, 111 .70-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 22, 059.61
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) . 0 9.61 x 045 = 992.68
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 992.68
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-10-2008 CD010251 .00 4,372.71
TOTAL TAX PAYMENT 4,372.71
BALANCE OF TAX DUE 3,380.03CR
INTEREST AND PEN. .00
TOTAL DUE 3,380.03CR
* 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.