HomeMy WebLinkAbout03-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
LOWELL R GATES
STE 100
1013 MUMMA RD
LEMOYNE
NOTICE OF INHERITANCE TAX
APPRA~~~~ti t E OR DISALLOWANCE
OF ' '~`f'~~'A~SSESSMENT OF TAX
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Pennsylvania ~ ~~ i m
DEPARTMENT OF REVENUE
REV-1547 EX AFP <12-11)
~~~~~ ~i~~ ~~ ~~~ ~~ tD~ATE 02-28-2012
``~~'~TATE OF DEVENEY LEON
DATE OF DEATH Ob-21-2010
C~E~~~~ ~i' FILE NUMBER 21 10-0669
ORPHI~MS CO~JT COUNTY CUMBERLAND
ESQ C,llAlf~~;~~ ;^~!~J~; ~~ , PAACN 101
APPEAL DATE: 04-28-2012
(See reverse ;side under Objections)
PA 17043-1144 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
L
--1 R_ETA_IN LOWER POR_TION_ FOR
CUT ALONG THIS LINE YOUR RECORDS ~- _ _______________
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEVENEY LEON LFILE N0.:21 10-Obb9 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
(2) .00 credit to your account,
2. Stocks and Bonds {Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .OD
{3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property {Schedule E) C5) 3,644.00
6. Jointly Owned Property (Schedule F) (6) 12, 141 .54
7. Transfers (Schedule G) {7) 589,605.93
8. Total Assets {e) 605,391.47
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 63,502.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,155.63
11. Total Deductions C11) 65,657.67
{12) 539,733.80
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 539,733.80
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figuhes that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate {16) 539.733.87 x 045 = 24,288.02
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .DO X 15 = .00
19. Principal Tax Due {19 )= 24,288.02
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
1014993
.47-
TOTAL TA:X PAYMENT 24,290.01
BALANCE OF TAX DUE 1.99CR
INTEREST AND PEN. .00
TOTAL. DUE 1.99CR
* 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.