HomeMy WebLinkAbout05-17-10.-,~.N~.j~~.f~ LL64'~'F. INHERITANCE TAX Pennsylvania ~
ARF~RArSE1~NT;~- 1ktLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES i :-~
INHERITANCE TAX DIVISION ';l ~E`".;H~I~II;C~•~~N,S AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
4Q~~~1H1 ~ 7 ( ~`'~ 2' ~~ DATE 05-10-2010
ESTATE OF LENTINI MICHAEL A
v~~ ~~ t~F~ DATE OF DEATH 09-12-2009
Q~{~'~h„~'~ ~~1.~~T FILE NUMBER 21 09-0887
~"~~~? `* `~ COUNTY CUMBERLAND
JAMES D BOGAR ~~" ~~" ~` '~ ` ~~
ACN 101
BOGAR ~ HIPP APPEAL DATE: 07-09-2010
1 W MA I N ST (See reverse side under Objections )
SHIREMANSTOWN PA 17011 Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE- ---1 RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP X12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LENTINI MICHAEL AFILE N0.:21 09-0887 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 169,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 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) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,5 20.00
6. Jointly Owned Property (Schedule F) (6) 63, 932.91
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 238 , 352 .91
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 20.797.4 0
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,4 00.00
11. Total Deductions (11)
35,197.40
12.
Net Value of Tax Return
(12) 203 155.51
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13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 203, 155.51
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 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 20 ~. ~1 x 045 = 9, 142.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 - .00
19. Principal Tax. Due C19 )= 9, 142.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) gMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-26-2009 CD011893 382.28 7,263.23
12-11-2009 CD012092 74.82 1,421.67
TOTAL TAX PAYMENT 9,142.00
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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