HomeMy WebLinkAbout05-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
THOMAS D GOULD ESQ
2 E MAIN ST
r 11'~~~rN~~O~~_ -C~.-Q~,,~I~yERITANCE TAX Pennsylvania ~: ~ ~"
APPR~cc;~rrs`E'M~E' 1`, AL~kLO NCE OR DISALLOWANCE
OFf:u~~iUC~ 'ON ;''/tt~ ASSESSMENT OF TAX DEPARTMENT OF REVENUE
~~ ~''! REV-1547 EX AFP (12-11)
•--- r-tt LG ~;~ ~~ I DATE 05-14-2012
ESTATE OF REBOVICH LOTTIE S
~, . ~ ~,
;..i i~~ DATE OF DEATH 02-27-2011
nC~4u~'~rV~ •~ ~. .FILE NUMBER 21 11-0310
~i~IMBi F1~Hdv() (;Q„ F;"ti COUNTY CUMBERLAND
SHIREMANSTOWN PA 17011-b388
ACN 101
APPEAL DATE: 07-13-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE y RETAIN LOWER PORTION FOR YOUR
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RDS F~
O
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
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O
DISALLOWANCE OF DEDUCTIONS AND ASSESS
MENT OF TAX R
ESTATE OF: REBOVICH LOTTIE SFILE N0.:21 11-0310 ACN
:
101
DATE: 05-14-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (:Schedule A)
~1)
2. Stocks and Bonds (Schedule B) 105, 000.00
NOTE: To ensure proper
C2)
3. Closely Held Stock/Partner
hi 1,078.49 credit to your account,
s
p Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this Form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) •
1,000.00 tax payment.
6. Jointly Owned Property (Schedule F)
c6)
7. Transfers (Schedule G) 5, 832.60
c7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 112.911 09
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)-- 76.1 7 19
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Ilo) 7.440.60
11. Total Deductions
12• Net Value of Tax Return (11) 33,567.79
13. Charitable/Governmental Bequests; Non-elected 9113 13) 79,34 3.30
14. Net Value of Estate Subject to Tax Trusts (Schedule J) ( .00
NOTE:
If an assessment was issued previousl
li c14) 79,343 30
y,
reflect figures that include th
t nes 14, 15 and/or 16, 17,
and 19 will
e
otal
ASSESSMENT OF TAX: of ALL returns assessed to d to
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate ' 0~ X 00 = . 00
17. Amount of Line 14 at Sibling rate C16) 79 .;
X 045 = 3,570.45
18. cl7)_
Amount of Line 14 taxable at Collateral/Class B rat nn X 12 = .00
19.
Principal Tax Due e (18)
• 00 X 15 =
. 00
TAX CREDITS: C19)= 3,570.45
'^ "'°"' RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
-07-2011 CD015176 .00
AMOUNT PAID
,570.
TOTAL TAX PAYMENT
3,570.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
TOTAL DUE I .00
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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