HomeMy WebLinkAbout07-06-10NOTICE OF INHERITANCE TAX pE~t1n`lYdl'1~c'"~
BUREAU OF INDIVIDUAL TAXES AP~~~~,,Ni;- "t ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ;~~~1E;~CY,I~~`~'4 ~"S'^D ASSESSMENT OF TAX REV-1547 Ex AFP t12-09)
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HARRISBIRtG PA 17128-0681
~O1D .1IJL "Et PM 2• L~ ESTATE OF LOHENITZ10 LORRAINE C
DATE OF DEATH 06-11-2009
~~ ~~ FILE NUMBER 21 09-0615
t~RP'~'S ; C)l~1RT COUNTY CUMBERLAND
DAV I D H STONE ESq ~UI~~E°`~~?~~' ~~ , ~, ACN 101
414 BRIDGE ST APPEAL DATE: 08-20-2010
NEW CUMBERLAND PA 17070 (See reverse side under Objec#ons)
Anount Re~iitted ~~ +~
MAKE CNECK~PAYAHLE AND REMIT PAYMENT TOs
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~- RETAIN LOWER PORTIpN FOR YOU RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISE ENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSE SMENT OF TAX
ESTATE OF: LOHENITZ LORRAINE (FILE N0.:21 09-0615 ACN: 101 DATE: 06-21-2010
TAX RETURN WAS: CJO ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN RASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 119, 070.00 NOTE: To ensure proper
2. Stocks and Bonds tSchedule B) Cy) 6 1.9 6 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnershiplnterest CSchodulo 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) C5) 8,2 08.64
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 105, 090 .21
s. Total Assets CS) 232,430.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule N) Cg) 18.2 6 3.3.6.
10. Debts/Mortgage Liabilities/liens (Schedule I) C10)^ 4 5.0 O
il. Total Deductions C11) 18, 308.36
12. Net Value of Tax Return C12) 214 -122. /+5
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedt;le J) C13) .00
14. Net Value of Estate Subject to Tax C14) _„214, 22_ 45
NOTES If an asssss~snt 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
TAY CRE~iTS:
C15) • 00 X
C16) ~ 4 . 1 ? . 4~ X
C l n ~ ~~.,~,p„ x
cia) • 00 x
00 a .00
045 ffi 9,635.51
12 ~ . D 0'
15 .00
c19)= 9, b35.51
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-10-2009 DO1 730 3 4.74 7,500.00
03-10-2010 CD012444 .00 1,740.78
TOTAL TAX PAYMENT 9,635.52
HALAN~CE OF TAX DUE .O1CR
INTE~tEST AND PEN. .00
T'OTAL' DUE . O1GR
* 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 INSTRUCTIDNS.~~