HomeMy WebLinkAbout08-24-12 (2)NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAREg[ ~ ^ ~1ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION I1C-~,O!~~r + ig
Po Box 2aB6o1 1ri1CTI0NS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 l.tjl..~!:i~ ~i ~J
2!1!2 AUG 24 AH I I ~ 35
.,u_;
ORPHA,V'S ~OU~iT
THOMAS E FLOWFA~MBERLAND CD., PA
10 W HIGH ST 1+V
CARLISLE PA 17013-2922
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 08-20-2012
ESTATE OF LILLICH DAVID O
DATE OF DEATH 02-25-2012
FILE NUMBER 21 12-0262
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2012
(See reverse side under Objections)
Amount Remitted ~-~
MAKE CHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS (~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE 7AX APPRAISEMEN T, ALLOWANCE OR
-----------------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LILLICH DAVID OFILE N0.:21 12-0262 ACN:
101 DATE: 08-20-2012
TAX RETURN WAS: (X ) ACCEPTED qS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (SChetlula A)
2. Stocks and Bon tls (Schedule B) (1) 584,400.00
~.~~ NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) (2) 1,26-- credit to your account,
4. Mortgages/Notes Receivable (Schedule D) (37-8U submit the upper portion
(4) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Sehetlule E) (5) 13~ 4,~9$6~D4 tax payment.
6. Jointly Owned Properly (SChetlule F)
7. Transfers (Schedule G) C6)~'~-- '~D
c7) 674 p~gp
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (B) - 2.051.731 72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) ~2 6GF ~
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(lOJ-. ~D
11. Total Deductions
12. Nat Value of Tax Return (11) 22,645.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) 2'829'086.02
14. Net Value of Estate Subject to Tax (13) 1 .881 .34g 1 ~
NOTE: If an
assessment was
issued previousl
li (147 147.740 90
reflect figures that y,
include the total nes
f 14, 15 and/or 16, 17, 18 and 19 will
ASSESSMENT OF
TAX: o
ALL returns assess etl to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class q
t (15) 67,740,90 X 00 ~~
=8
17. Amount of Line 14 at Sibling ra
e
rate (167 II~ n~n~ x 045 = ~~
~,600.0U
18. Amount of
Line 14 taxable at
Collateral/Cla n7) ~~ x 12 =
~~~88
19. Principal Tax Due ss B ra te (187 ~~ X 15 = .00
TAX CREDITS: c197= 3,600.00
PAVNCUi _______
DATE ~.°`~""' "~
NUMBER INTEREST/PEN PgID (_)
05-01-2012 (0015929
05-08-2012 (0015949 179.50
.50
~ IF PgID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
,"1U.55
9.97
TOTAL TAX PAYMENT
3,600.50
BALANCE OF 7AX DUE
.50CR
INTEREST AND PEN. .00
TOTAL DUE .50CR
IF TOTAL DUE IS REFLECTED AS q "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. y,~
~ `