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NOTICE OF INHERITANCE TAX Pennsylvania `~ ~
BUREAU OF INDIVIDUAL TAXES *-Z'?~~ [[ OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION _..~ (, t~, QAND ASSESSMENT DF TAX
PO BOX 280601 ~ ~ti, f_` REV-1547 IX AFP (12-11)
HARRISBURG PA 17128-0601 ~Ca Vti " ~ ' "-' ~'"~~
^~^ 3!+{~ !~ ~.: DATE 03-12-2012
ESTATE OF LUDT SARAH M
C~~~~ ~~ DATE OF DEATH 06-13-2011
~~'~ rVV:rj
~pH~ FILE NUMBER 21 11-0707
.
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WILLIAM A DUNCAN F
IU~~~Ft~L?~ti~i ~; ~~a COUNTY CUMBERLAND
.
.
1 IRVINE ROW ACN 101
APPEAL DATE: 05-11-2012
C A R L I S L E P A 17 013 - 3 019 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE ---- ~..1 RETAIN LOWER PORTION FDR YOUR RECORDS ~•
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REV-15 --------
47 EX AFP C12-11~ NOTICE OF INHERITANCE ----
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUDT SARAH MFILE N0 .:21 11-0707 ACN: 101 DATE: 03-12-2012
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 250,000
00
2.
Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
(2) 30,526.37 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
5. .
tax payment.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 42,968.31
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
C8) 323.494.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)-_ 21,088 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,311.35
11. Total Deductions
12.
Net Value of Tax Return C11) 22,399.35
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (12)
(Schedule J) 301,095.33
14.
Net Value of Estate Subject to Tax (13) .00
(14) __ 301,095.33
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect figures that include the total
of ALL ,
,
returns and 19 will
ASSESSMENT OF TAX: assessed to d ate.
15. Amount of Line 14 at Spousal rate (15) 0 0
00 =
16.
Amount of Line 14 taxable at Lineal/Class A rate
C16) .
X
301
09~ ~ .00
17.
Amount of Line 14 at Sibling rate .
~ x 045 =
13,549.29
C17) 00 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 0 0
15 =
19.
Principal Tax Due .
X .00
TAX CREDITS:
C19)=
13,549.29
r,arntni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
09-07-2011 CD014940 657.89
09-28-2011 CD015009 .00
INTEREST IS CHARGED THROUGH 03-27-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
,500.00
355.41
TOTAL TAX PAYMENT 13,513.30
BALANCE OF TAX DUE 35.99
INTEREST AND PEN. .04
TOTAL DUE 36.03
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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