HomeMy WebLinkAbout07-10-12C ((' ~p RITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APP Rf~3~n~~,~~pf+a~~NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX OIV ISION OF f S!} ASSESSMENT OF TAX REV-1547 EX AFP Q2-lll
PO BOX 280601
HARRISBORG PA 1]128-0601
2012 JUt 10 PM IZ' I -DATE 0'7-02-2012
ESTATE OF ARNOLD LEONA B
Ct~{~P\~~-+~ ~~~~pp DATE OF DEATN 02-24-2011
~pP~I`~rw~~~~~Ic~~~nWnnnnT FILE NUMBER 21 11-0326
~L7~,15VV'w W. ~ COUNTY CUMBERLAND
KARL A LEHMAN ACN LOL
STE 311 APPEAL DATE: 08-31-2012
195 STOCK ST (See reverse side under Objections)
HANOVER PA 17331-2271 Amount Remitted
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 ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ARNOLD LEONA BFILE N0.:21 11-0326 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X), ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSehetlule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (SChetlule B7 (2) .00 cra dit to your account,
.DD submit the upper portion
3. Closely Held Stock/Parknership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 613.74
6. Jointly Owned Property CSehetlule F) (6) .00
7. Transfers (Schedule G) (7) 173,486.99
e. Total Assets (B) 174.100.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 1~F+. 63
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 871.72
11. Total Deductions CllJ 16,107.35
12. Net Value of Tax Return (127 157,993.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (137 .00
14. Nat Value of Estate Subject to Tax (14) 157.993.38
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 w111
reflect fi®ures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .OD
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1r i7.993.3R X 045 = 7,109.70
17. Amount of Line 14 at Sibling rate (17) .DD X 12 = .OD
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .OD
19. Principal Tax Due (19)= 7,109.70
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-29-2012 CD015644 53.63- 7,163.33
06-25-2012 SBADJUST .00 2.92
TOTAL TAX PAYMENT 7,109.70
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 MAV BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.