HomeMy WebLinkAbout05-28-10NOTIC,~,.OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -' ~~~~~~~~~~~~~~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - DFT DED'W,,~~~TONS AND ASSESSMENT OF TAX
PO BOX 280601 - , „_ ~ ~ ~'_ :. _~
HARRISBURG PA 17128-0601
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DAVID J LENOX ESQ ~~~n1, ''`~~:~ ~~~~ ~~
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130 W CHURCH ST
DILLSBURG PA 17019
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-24-2010
ESTATE OF LEIDINGER HELEN P
DATE OF DEATH 04-11-2007
FILE NUMBER 21 07-1016
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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 ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEIDINGER HELEN PFILE N0.:21 07-1016 ACN: 101
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OR
DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 24,558.48 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) (5) 3 9.7 9
6. Jointly Owned Property (Schedule F) (6) 15,526.08
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 40 , 124.35
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.3 3 8.4 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 8,338.47
12. Net Value of Tax Return C12) 31 , 785.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 31 , 785.88
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) 31.785.88 x 045 = 1 , 430 .36
17. Amount of Line 14 at Sibling rate C17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C 19)= 1 , 430 .36
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-12-2009 CD012227 .00 1,401.26
INTEREST IS CHARGED THROUGH 06-08-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 1,401.26
BALANCE OF TAX DUE 29.10
INTEREST AND PEN. 101.76
TOTAL DUE 130.86
~ 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. ~,