HomeMy WebLinkAbout07-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~[ L~L~y DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION oi"{tl{~~~PkJC~!~S AND ASSESSMENT OF TAX
_ REV-1547 EX AFP (12-11)
PO BOX 280601 [ C
HARRISBURG PA 17128-0601 ~C{~)~~i~ i,~~` ~''~p~ ~,1
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ROBERT C SAIDIS E~ORPHAN`S (~Ot~Rj
26 W HIGH ST ~^"•'~~~ ~••
CARLISLE PA 17013-2922
DATE 07-23-2012
ESTATE OF LAHNSTEIN MILDRED L
DATE OF DEATH 01-08-2011
FILE NUMBER 21 11-0086
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ _________
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAHNSTEIN MILDRED LFILE N0.:21 11-0086 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
~1) 124,900.00
c2) .00
t3) .00
c4) .00
t5) 76,872.08
c6) .00
c7) 100.72
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 201.872.80
C9) 4I , 7 73.89
clo) 1>003.21
11. Total Deductions C11) 42, 177.10
12. Net Value of Tax Return C12) 159,695.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) _ 159,695.70
NOTE: If an assessment-was issued previously, li nes 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 C16) 1 S9 . 69F: _ 70 x 045 = 7, 186.31
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 7, 186.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-05-2011 CD014246 342.11 6,500.00
10-07-2011 CD015051 .00 900.00
TOTAL TAX PAYMENT 7,742.11
BALANCE OF TAX DUE 555.80CR
INTEREST AND PEN. .00
TOTAL DUE 555.80CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.