HomeMy WebLinkAbout07-10-12 (3)p~rlc~~'.1N~nQF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES f'IC~9BR 9 y(NL LOWANCE OR DISALLOWANCE DEPA RTMENT OF REVEN UE
INNERITANCF TAX DIVISION RFt~.~~Ndh7t~S AND ASSESSMENT OF TAX
PO BOX 280601 „ . ~ REV-154] IX AFP (12-ill
HARRISBURG PA 1]128-0601
?t~{?JUL IO P!#12~ 12 DArE D7-DZ-zolz
ESTATE OF LIGHTON DORIS J
~;:i ~ ~;~'~ ~y'? DATE OF DEATH 05-06-2011
QR~PI'p~~{Y~'~Sp~`(,~M(,~Rj FILE NUMBER 21 11-D589
SANDRA E THOMAS ~'^""-""~`w' W. PA COUNTY CUMBERLAND
804 SEABORN WAY 'R'CN 101
APPEAL DATE: 08-31-2012
CHESAPEAKE VA 23322-3963 (See reverse side under Objections)
Amount Renitted~-~------~
MAKE CHECK PAYABLE AND REMIT PAYMENT r0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~-- RETAIN LOWER PORTION FOR YOUR REC O_RDS E~ _
-------------------- -----------------------
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIGHTON DORIS JFILE N0.:21 11-0589 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 A7 (1) 149,900.00
2.
Stocks and Bonds (Schedule B7
(2
372
687
61 NOTE: To ensure proper
cr
dit t
) ,
. e
o your account,
3. Closely Hald Stock/Partnership Interest (Schedule C) (37 .00 submit the upper poriYon
4. Mortgages/Notes Receivable (SChetlule D7
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
221,249.43 tax payment.
6. Jointly Owned Pro party (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 275.696.68
e. Total Assets
APPROVED D ca) _ 1.019.533.72
EDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 070
)
10.
Debts/Mortgage Liabilities/Liens (Schedule I) (9)
.
B
(1 G) 11.529.41
11. Total Detluctions
12.
Nei Value of Tax Return (11) 22,599.69
13
Ch
it
bl C12) 996,934.03
. ar
a
e/Governmental Bequests; Non-electetl 9113 Tr usts (Sched
l
J)
u
e
(13) .00
14. Net value of Estate Subiect io Tax
(147 996.934.03
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect fi8ures that include the total of
ALL ,
,
returns and 19 will
ASSESS
MENT OF TAX: assessed to d ate.
15. Amount of Line 14 at Spousal rate (15) OD
00 =
16.
Amount of Li
14 .
X .00
ne
taxable at Lf meal/Class A rata (16) 996
936
0
17.
Amount of Line 14 at Sibling rate .
.
3 X 045 = 44,862.04
(17) .00 X 12
.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00
15 =
19.
Principal Tax Dua .
7( .00
TAX CREDITS: (19)= 44,862.04
PAYMENT RECEIPT DISCOUNT (+7
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-04-2011
02-11-2012 CD014815 2,157.89 41,000.00
CD015587 .70- 1,815.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
FOR CALCULATION DF ADDITIONAL INTEREST
TOTAL .TAX PAYMENT 44,972.19
BALANCE OF TAX DUE 110.15CR
INTERES T. AND PEN. .00
TOTAL DUE 110.15CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.