HomeMy WebLinkAbout06-06-11 (2)/''~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVI ,,,j,J,~c ~ ~r~I~1'~RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVI~I~. ;~~ ' { r'~~ 4~~ ~ ~' OF DEDUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 05-30-2011
ESTATE OF LETTICH MARVIN W
DATE OF DEATH 01-10-2011
FILE NUMBER 21 11-0054
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-29-2011
(See reverse side under Objections)
Anount Resitted
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 (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LETTICH MARVIN WFILE N0.:21 11-0054 ACN: 101 DATE: 05-30-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 28 0,702.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 280 , 702.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2. 552.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7, 603.00
11. Total Deductions (11) 10, 155.00
12. Net Value of Tax Return (12) 270,547.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 270,547.00
NOTE: If an assesswent 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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 270,547.00 X 15 - 40,582.05
19. Principal Tax Due (19)= 40,582.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-31-2011 C 014228 2,029.10 38,552.95
TOTAL TAX PAYMENT 40,582.05
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" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.