Loading...
HomeMy WebLinkAbout03-12-10BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 C~cr~. ~C~IRTPA pR.P~,AN'~ {~ ,~ WILLIAM DANI~~~-~- HUMER K DANIELS 1 W HIGH ST CARLISLE PA 17013 .,r :~.NQTICE OF INHERITANCE TAX ApF~'~#IS~MENT, ALLOWANCE OR DISALLOWANCE TaxES OF I~~DUCTIONS AND ASSESSMENT OF TAX Pennsylvania DEPARTMENT OF REVENUE REV-1547 EX AFP (12-09) DATE 03-15-2010 ESTATE OF LEFKOWSKI MARY E DATE OF DEATH 12-02-2004 FILE NUMBER 21 05-0140 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-14-2010 (See reverse side under Objections) Amount Remitted- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 L~~ V ~~~ ~ ~ ~~ "7~ ~V CUT ALONG THIS LINE ---) RETAIN LOWER PORTION _FOR_YOUR_RECORDS- ~- ________ ___________ REV-1547 EX AFP C12-09~ R N CE OR O A R DEDUCTIONS OF DISALLOWANCE TAX OF ASSESSMENT AND ESTATE OF: LEFKOWSKI MARY EFILE N0.:21 05-0140 ACN: 101 DATE: 03-15-2010 TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1 (1) •~~ NOTE: T o ensure proper 1. Real Estate (Schedule A) ~~ credit to your account, 2. Stocks and Bonds (Schedule B) • (2) 00 submit the upper portion Closely Held Stock/Partnership Interest (Schedule C) 3 . (3) of this form with your . Mortgages/Notes Receivable (Schedule D) 4 (4) • 00 tax pay ment. . 2,320.00 Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 . Jointly Owned Property (Schedule F) 6 ,00 (6) . (7) .00 7. Transfers (Schedule G) ($) 2.320.00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule 9 1,192.00 H) (9) . 10. Debts/Mortgage Liabilities/Liens (Schedule I) 20.576.30 C10) 768.30 21 (11) , 11. Total Deductions (12) 19,448.30- 12. Net Value of Tax Return itable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 13 Ch .00 ar . (14) 19,448.30- 14. Net Value of Estate Sub]ect to Tax n assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will If a NOTE: reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: .Op x 00 = .00 15. Amount of Line 14 at Spousal rate C15) 00 x 045 = .00 Amount of Line 14 taxable at Lineal/Class A rate 16 . (16) . 17. Amount of Line 14 at Sibling rate (17) .00 x 12 = .00 00 18. Amount of Line 14 taxable at Collateral/Class B rate .00 X 15 = (18) (19)= . .00 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN 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" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1470 EX (07-10) -ir ~ pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 Mary E. Lefkowski Destiny S.R. Brown ITEM SCHEDULE NO. Accepted original return as filed. INHERITANCE TAX EXPLANATION OF CHANGES EXPLANATION OF CHANGES ROW FILE NUMBER 2105-0140 101 Page