HomeMy WebLinkAbout09-07-12NOTICE OF INHERITANCE TAX pennsyLvania ~
r~fC.i~~i~-~t ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION , ,{ ; p~ ~'DED ON$ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 ~~ ~ ~ _ ~ ~ , , t~ ~J
HARRISBURG PA 17126-0601
~~~~ SAP -'1 p~~ ~~; 3J DATE 09-03-2012
ESTATE OF LUTES MARGARET J
DATE OF DEATH 03-12-2012
Q~F)~`~~ ~O~~.r. FILE NUMBER 21 12-0408
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JAMES D BOG COUNTY CUMBERLAND
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AR ACN
1 W MAIN ST 101
APPEAL DATE: 11-02-2012
SH I REMANSTOWN PA 17011 - 6327 (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 ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE _
_ ________
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: LUTES MARGARET JFILE N0.:21 12-0408 ACN: 101 DATE: 09-03-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 O 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
(4
0 0
) .
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,116.68
6. Jointly Owned Property (Schedule F) C6) 77, 166.70
7. Transfers (Schedule G) C7) 978,406.79
8. Total Assets CB) 1 , 061 .690.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 9.656.0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 9,656.02
12. Net Value of Tax Return (12) 1,052,034.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 052, 034.15
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 . p59 • 0~4 . 1 5 X 045 = 47, 341 .54
17. Amount of Line 14 at Sibling rate C17) _nD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due c19)= 47,341.54
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-25-2012 CD016029 2,367.08 44,974.46
TOTAL TAX PAYMENT 47,341.54
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.r.(~