HomeMy WebLinkAbout10-28-11 (3)(s NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~-1-~M~~~f~ LOWANCE OR DISALLOWANCE
INHERITANCE 7Ax DIVISION ,- qF DEDUC'~~IQ S AND ASSESSMENT OF TAX
PO BOX 280601 ~`.. - I
HARRISBURG PA 17128-0601 ~ ~'T"'~J
hs EL;~ ~ 1
CLERK C~
OR~'HA,~'~; COI;RT
L RENEE LIEU ESQ ~~~~~~~E-'~ ~ ~~ n;) ~A
1017 MUMMA R STE 302
LEMOYNE PA 17043
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 10-18-2011
ESTATE OF LEDEBOHM RHEA L
DATE OF DEATH 11-24-2010
FILE NUMBER 21 10-1179
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-17-2011
(See reverse side under Objections)
A~ount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
T ALONG THIS LINE+
_ ____ ~ __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ ~ ___________________
REV-1547 EX AFP C12
1101 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
', DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEDEBOHM~i RHEA LFILE NO •21 10-1179 ACN: 101 DATE: 7n_ln_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE O
F ETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Sch dule A) C1) 1'75,694
54
2. Stocks and Bondsl,(Schedule B) . NOTE: To ensure proper
3. Closely Held Sto
~k/Partnership Interest (Schedule C) C2) .00
(3) .00 credit to your account,
submit the upper portion
LL
4. Mortgages/Notes Keceivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposi~s/Misc. Personal Property (Schedule E) .
(5) 525,34 3.21 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedt~le G)
(7) .00
8. Total Assets
APPROVED DEDUCTIONS,AND EXEMPTIONS: ($) 701.037 75
9. Funeral Expenses.~Adm. Costs/Misc. Expenses (Schedule H) 29
10. Debts/Mortgage Liabilities/Liens (Schedule I) .6 1. ~
(g) _
(10)_ 4.753.8 3
11. Total Deductions,
.
12. Net Value of Tax (Return C11) 34,385.18
13. Charitable/Govern{mental Bequests; Non-elected 9113 Trusts C12)
(Sch
d
l 666,652.57
14. Net Value of Est~te Subject to Tax e
u
e J) (13) 621 00
C14) 666,031.57
NOTE: If an assess ent was issued previously, lines
~ 14, 15 and/or 16
17
reflect figu
es that include the total of ALL ,
return ,
o and 19 will
ASSESSMENT OF TAX: s assessed to d t
15. Amount of Line 141 at Spousal rate (15) 00
00 =
16. Amount of Line 1411 taxable at Lineal/Class A rate C16) .
x
n .00
17. Amount of Line 14~i
at Sibling rate -
0 x 04 5 =
.0 0
,
(17)
18. Amount of Line 1411, taxable at Collateral/Class B rate (18) _ t99.sn9 c7 x 12
466,222
10
15 = 23,977.14
19. Principal Tax Duei .
x. = 69,933.32
TAX CREDITS:
(19)
= 93,910.46
PAYMENT REC IPT DISCOUNT (+)
DATE NU BER INTEREST/PEN PAID C-) AMOUNT PAID
02-09-2011 CD01 4008 4
695
52
,
. 98,700.00
* IF PAID AFTER DATE INDI~ATED, SEE REVERSE
FOR CALCULATION OF ADDI IONAL INTEREST.
II
TOTAL TAX PAYMENT 103,395.52
BALANCE OF TAX DUE 9,485.06CR
INTEREST AND PEN. .00
TOTAL DUE 9,485.06CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.