HomeMy WebLinkAbout10-29-10r
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOi~lANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS qND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ROBERT G FREY
5 SOUTH HANOVER ST
CARLISLE PA 17013
tl) 121,000.00
t2) 40,277.00
t3) .00
t4) .00
t5) 26,337.00
t6) .00
t7) .00
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: LEBO PAUL BFILE N0.:21 09-0731 ACN: 101 DATE: 10-25-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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pennsylvania~~~ ~ ~,
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 187,614.00
t9) 28.427.14
tlo) 506.00
11. Total Deductions tll) 28,933.14
12. Net Value of Tax Return C12) 158, 680 .86
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax t14) 158,680.86
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 t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) .~ 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) l 58.680.86 x 12 19, 041.70
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= 19,041.70
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-02-2010 CD013147 .00 18,832.00
INTEREST IS CHARGED THROUGH 11-09-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE 10-25-2010
ESTATE OF LEBO PAUL B
DATE OF DEATH 07-25-2009
FILE NUMBER 21 09-0731
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-24-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 18,832.00
BALANCE OF TAX DUE 209.70
INTEREST AND PEN. 209.64
TOTAL DUE 419.34
* 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.~~/~.~
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~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Paul Lebo 2109-0731
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 The value of the real estate is increased from $$108,090.80 to $$121,000.00 as the result of
settlement sheet.
H
Accepted additional debts.
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