HomeMy WebLinkAbout02-16-10NO.T~CE-DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAIS~MEI~i',~. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF .YEDU'CTIONS AND ASSESSMENT OF TAX
PO BOX 288601 `
HARRISBURG PA 17128-0681
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L PETER TEMPLE ESG(''~~j`~~`~~`1<<°'~~ `''~ ~ ~A
LARMORE SCARLETT
PO BOX 384
KENNETT SQ PA 19348
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-08-2010
ESTATE OF LEMKE ROSE A
DATE OF DEATH 10-31-2008
FILE NUMBER 21 08-1117
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(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 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: LEMKE ROSE AFILE N0.:21 OS-1117 ACN: 101 DATE: 07-nR-~nln
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 193,674.00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
(2)
139,588.85 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9,998.58
6. Jointly Owned Property (Schedule F) (6) 29,2$4.42
7. Transfers (Schedule G) (7) .00
8. Total Assets (s) __ 372,545.85
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 50.4 81.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22.823.40
11. Total Deductions (11) 73, 304.88
12. Net Value of Tax Return C12) 299,240.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 299,240.97
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 (+)
DATE NUMBER INTEREST/PEN PAID C-)
01-23-2009 CD010816 757.67
(15) .00 X 00 = .00
(16) 976,740.97 x 045 = 12,453.34
(1~) 9 00.00 x 12 = 2, 700.00
(ls) .00 x 15 = .00
(19)= 15, 153.34
AMOUNT PAID
17,791.26
TOTAL TAX PAYMENT 18,548.93
BALANCE OF TAX DUE 3,395.59CR
INTEREST AND PEN. .00
TOTAL DUE 3,395.59CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU ~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (6-88)
INHERITANCE TAX - -
EXPLANATION -~ - - -~ ' -
COMMONWEALTH OF PENNSYLVANIA
BU EAU OF INDNIDUAL TAXES OF CHANGES ~`r ,~ ~ : C ~
PO Box 28060, ~~ ~ 1 ~U } ~ P~ J
HARRISBURG PA 17128-0601
DECEDENT'S NAME ,lr~,(ullMBER
Lemke, Rose CL ~~~ _'~ ~ .~ 2108-1117
REVIEWED BY J ~
Justin R. Gilmore ~f,~M~=~'' F'~`:~`' ~~~%- ~'~ 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
Accepted revised return.
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