HomeMy WebLinkAbout07-29-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JERRY R DUFFIE
301 MARKET ST
PO BOX 109
LEMOYNE
~C'~;"'~~ ~_~. NQ~~~E~F INHERITANCE TAX pennsylvania~~ i
,A,~?kRAISEMENT4~.ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~ `-'O~ DED'UCY~i`(#~IS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
.~j~ C.{~ i^t i ~' J
DATE 07-18-2011
ESTATE OF LOTZ SHIRLEY B
CLERK CF
DATE OF DEATH 11 - 21 - 2010
~RPH~~1 S CC,J~,R3
FILE NUMBER 21 10-1196
Cl1ME~EP!~"~",;~~C~~
PA
, COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(See reverse side under Objections)
PA 17043-0109 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 C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOTZ SHIRLEY BFILE N0.:21 10-1196 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) . 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) 300,78 0.54
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 70,230.27
8. Total Assets cs) 371 , 010.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 2 7,706.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.594.67
11. Total Deductions C11)
34,301.07
12. Net Value of Tax Return X12) 336,709.74
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) C13) 20.000.00
14. Net Value of Estate Subject to Tax C14) 316,709.74
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 3l 3.709 - 74 x 045 = 14, 116.94
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 3,000.00 X 15 - 450.00
19. Principal Tax Due (19)= 14,566.94
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-17-2011 CD014035 684.21 13,000.00
05-05-2011 CD014428 .00 882.73
TOTAL TAX PAYMENT 14,566.94
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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