HomeMy WebLinkAbout05-09-11r..r~^1 ;~ i ~~: ~~ ~-;,~~~' TICE OF INHERITANCE TAX
`~`~ ~-Pt'~li~1~SlENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXE _ '"' ~'• ` ~
INHERITANCE TAX DIVISION ~+~...- ~ -' ~ - ~ ~~< ',I~EiDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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R MARK THOMAS ESQ
101 S MARKET ST
MECHANICSBURG PA 17055
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C2) .00
C3) .00
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C5) 177,337.06
C6) 77,293.75
C7) 91 , 108.90
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUPOLD JEAN EFILE N0.:21 10-0948 ACN: 101 DATE: 04-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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)
pennsylvania ~
DEPARTMENT OF REVENUE
r.
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 345 , 739.71
Cq) 27 , 277.81
Clo) 1 , 548 .49
11. Total Deductions (11) 28,826.30
12. Net Value of Tax Return C12) 316,913.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax C14) 316,913.41
.
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) 316.913.41 x 045 = 14,261.10
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due c19)= 14,261.10
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-10-2011 CD014002 .00 14,261.10
DATE 04-25-2011
ESTATE OF L.UPOLD JEAN E
DATE OF DEATH 07-21-2010
FILE NUMBER 21 10-0948
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: Ob-24-2011
(See reverse side under Objections )
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
TOTAL TAX PAYMENT 14,261.10
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.