HomeMy WebLinkAbout03-05-101 1,~0 ~~,0 INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~~^^~~~' `~`~~~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION .+~~~'~,~1~D1!`tT~pNS` AND ASSESSMENT OF TAX REV-1547 IX AFP (12-09)
PO BOX 280601 1 ~ t i,, , , ~~,>; ~ ; i:. ~, ;
HARRISBURG PA 17128-0601
Z~~~~~~"r3 AM~~: Q4 DATE 03-01-2010
ESTATE OF LEBO HELEN
CiLL.il~ ~~ DATE OF DEATH 11-04-2008
~Rp~.~~r~ ~'~~~~T FILE NUMBER 21 08-1124
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( COUNTY CUMBERLAND
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MURREL R WALTERS III
°- ACN 101
54 E MAIN ST APPEAL DATE: 04-3 0-2010
MECHANICSBURG PA 17055 (See reverse side under Objections)
Anount Re:eitted
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 ~
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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: LEBO HELEN FILE N0 .:21 08-1124 ACN: 1D1 DATE: 03-01-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/PartnershipInterest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 416,4 66.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 416.466.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 8.285.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.161.66
11. Total Deductions C11) 17,446.66
12. Net Value of Tax Return C1P) 399, 020.00
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 399,020.00
NOTE: If an assesswaent 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 C-)
01-27-2009 CD010820 2,947.37
08-21-2009 CD011651 2.11-
C15) .00 X
C16) _ OD X
C17) _ 00 X
(18) 399, 020.00 X
AMOUNT PAID
00 = .00
045 = .00
12 = .00
15 = 59,853.00
(19)= 59,853.00
V) V V V. Y V
1,000.00
TOTAL TAX PAYMENT 59,945.26
BALANCE OF TAX DUE 92.26CR
INTEREST AND PEN. .00
TOTAL DUE 92.26CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. U1~IV ~