HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES 'A~'f?~R~kI~SEME;N~,1~1~-LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~DE~UCT~@•NS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 -~ _ ';';',, .
HARRISBURG PA 17128-0601 ~ - ~ "' ~ "" ~ '
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~ ~~ ~$ P~ ~ r ~ ~ DATE 05-24-2010
~~ ESTATE OF LOTZ JOSEPH S
DATE OF DEATH 10-02-2008
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~~~~ ~ FILE NUMBER 21 08-1000
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S BERLAND
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DYAN YINGST
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801 PHEASANT RD APPEAL DATE: 07-2 3-2010
HARRISBURG P A 17112 (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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOTZ JOSEPH SFILE N0 .:21 08-1000 ACN: 101 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) (1) 36,800.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 52, 700.00 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) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 17,892.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 59,273.00
8. Total Assets c8) 166,665.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) cy) 31,16 6.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,0 2 7.0 0
11. Total Deductions C11) 32, 193.00
12. Net Value of Tax Return C12) 134,472.00
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 134,472.00
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) 25, 066.00 X 00 = . 00
c16) in9.4o6.0o x 045 = 4,923.00
c17) . no x 12 = . 00
C18) .00 X 15 = .00
c19)= 4, 923.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-29-2009 CD011413 .00 5,000.00
05-17-2010 REFUND .00 77.00-
TOTAL TAX PAYMENT 4,923.00
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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