HomeMy WebLinkAbout04-13-12~~ ~n~ _~y N}~OTICE OF INHERITANCE TAX Pennsylvania ~~y~ `!
BUREAU OF INDIVIDUAL TAXES ~~ '~-`~~K~1'X}~~rc-f~fi, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION i ~OF`CD~EI-UC'TIDNS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~I-, .. ._. _~.,J
HARRISBURG PA 17128-0601
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SETH T MOSEBEY ~~;fJ ri-t.; ;~,i,l~` ~' ~ , `''a.
10 E HIGH ST
CARLISLE PA 17013-3015
DATE 04-09-2012
ESTATE OF LUNDY J R
DATE OF DEATH 03-13-2011
FILE NUMBER 21 11-0739
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2012
(See reverse side under Objections)
Amount Remitted- -l
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 F-- __
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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: LUNDY J RFILE N0.:21 11-0739 ACN: 101 DATE: n4-nq-~nl~
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
. NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) I2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,417.80
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 13,417.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) .0 D
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return (12) 13,417.80
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 13 417.80
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) 13,417.80 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _~0 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) [)0 =
_ X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)=
TAX CR .00
EDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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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