HomeMy WebLinkAbout10-22-12Rf~iJ~'~,~I~ '!-sCE ~ NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVI C(~~p~C~fi~ ~ ''iJ~4~,J~PPRAiSEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX UIV~'~ ~~• OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX aFP clz-11)
PO BOX 280601
HARRISBURG PA 17128-0601
c~{2 OCT 22 P~4 I2` 3J DATE
10-16-2012
ESTATE OF LIPTON JUDITH'
OR~,~ vUL1~; DATE OF DEATH 03-14-2011
FILE NUMBER 21 11-0392
CU~~R~-~~ ~" ~ COUNTY CUMBERLAND
DEAN A WEIDNER ESQ ACN 101
508 N 2ND ST APPEAL DATE: 12-15-2012
P O BOX 8 4 5 (See reverse side under Objections) ',
HARRISBURG PA 17101-1002 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYM NT,TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
i
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _-----_
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR 1- '
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIPTON JUDITH FILE N0.:21 11-0392 ACN: 101 DATE: 1~0-1~-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED (
) CHANGED i ~
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 835, 000.00 NOTE: To nsu¢ e
ro
er
2. Stocks and Bonds (Schedule B) C2) ,QO credit to you p
p
account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit th up er portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this f rm ith your
tax payme t.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,9 78,4 37.12 !,
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 41,587.26 ' j
8. Total Assets (8) 6 85 02 .38
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 714.965.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12.830
53
.
11. Total Deductions C11) 727 ,79 .39
12. Net Value of Tax Return (12) b, 127 22 .99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 6,127 22 .99
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 andl9will
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 C16) x.877.477.99 x 045 = 264 259 .26
17. Amount of Line 14 at Sibling rate C17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate c18) 254,800.00 X 15 - 38 220 .00
19. Principal Tax Due C19)= 302 479 .26
TAX CREDITS:
~•+~~~_~.~ Re~eari DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-02-2011 CD014532 8,421.05 160,000.00
12-19-2011 CD015367 .00 100,000.00
06-14-2012 CD016130 511.33- 34,569.54
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-15-2012 TOTAL TAX PAYMENT 302, 79. 6
BALANCE OF TAX DUE ' .QO
INTEREST AND PEN. 40. 4
TOTAL DUE !40. 4
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAYBE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~
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