HomeMy WebLinkAbout07-10-12.NOT ,q,~,,,I,p FF{{~~RRITANCE TAX pennsylvania ~
APPRA ~ p~p~pWCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES .~.,+ DEPARTMENT OF REVEN UE
INHERITANCE TAX DIVISION DF T,,I~IRS ejA$$E$SMENT DF TAX REV-1547 IX AFP (12 -11]
PD BOX 280601 {{ ~~ 1LLJ"~~ f
HARRISBURG PA 1]128-0601 Rpp qq tt~~
LVII JVI. I O PM I21 IDIATE 07-D2-2012
ESTATE OF LAPORTE ROBERT J
(~iC.~P~j'w. ~J;` DATE OF DEATH 12-13-2010
r~prp~L,irA~N~Vs~R~~+~ARj FILE NUMBER 21 11-0026
BRADLEY L GRIFFIE V~'u"a}IHIpc~nLnw W.. PAFOUNTY CUMBERLAND
ACN 101
200 N HANOVER ST APPEAL DATE: 08-31-2012
CARLISLE PA 170 13-2423 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAPORTE ROBERT JFILE N0.:21 11-0026 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X 7 ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (17 272,000.00 NOTE: To ensure proper
2. Stocks antl Bands (Schedule B) (27 94,290.90 credit to your account,
3. Closely Heltl Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/NOTes Receivable (Schetlule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (57 471,33$.58
6. Jointly Owned Property (Schetlule F) (6) .00
7. Transfers (Schedule G) (77 8,428.26
e. Total Assets (a) 84b .057.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H7 (q7 9
30. Debts/Mortgage Liabilities/Liens (Schedule I7 C10) 1.042.03
11. Total Deductions (117 52,947.75
12. Net Value of Tax Return (127 793,109.99
13. Charitabl¢/Governmental Bequ¢sts; Nan-electetl 9113 Trusts (Schetlule J] (13) .00
14. Net Value of Estate Subiect to Tax (147 793.109.99
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 LSne 14 at Spousal rate (151 .00 7; 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A.rate (16) 7 93.109.99 X 045 = 35,689.95
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .OD
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 35,689.95
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-7
AMOUNT PAID
03-14-2011 (0014124 .00 45,000.00
TOTAL TAX PAYMENT 45,000.00
BALANCE OF TAX DUE 9,310.OSCR
INTEREST AND PEN. .DO
TOTAL DUE 9,310.05CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUB
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.