HomeMy WebLinkAbout08-24-12rrr~~E nn,~„~, ,, , NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TA~ l,r~(. L `~}~~~EMENL. ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~!(' r
Po Box zaosol E(;J ~._ '~- t,A~t SEDUCTIONS AND ASSESSMENT OF TAX Rev-ls4T Ex AFP uz-111
HARRISBURG PA 17128-0601
it?!2 AUG 2~+ A~ I1~
OHPriti~V'S „CPT
FRANCIS A ~L~RLAND CO., PA
109 LOCUST ST
HARRISBURG PA 17101-1409
DATE 08-20-2012
ESTATE OF LOPATA ANNE F
DATE OF DEATH 09-06-2011
FILE NUMBER 21 11-1141
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2012
(See reverse side under Objections)
Amount Renitted~
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 C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOPATA ANNE FFILE N0.:21 11-1141 ACN: 101 DATE: 08-20-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A7 (17 .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) I2) .00 cretlit to your account,
3. Closely Held Stock/Partnership Interest (SChatlule CJ I3) OD submit the upper portion
4. Mortgages/Notes Rec¢ivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,799.99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) 633,561.68
8. Total Assets
APPROVED DEDUCTIO Ia7 647.361.67
NS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 71
10.
Debts/Mortgage Liabilities/Liens (Schedule I) Iq7
.748.19
(10)_ 11.468 47
11. Total Deductions
12.
Net Value of Tax Return (117 23,216.59
13.
Charitable/Governmental Bequests; Nan-elected 9113 Tr
t I12) 624, 145.08
14
Net V
l us
s (Schedule J) (137 .00
. a
ue of Estate Subject to Tax
(14) !24.145.08
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of
ALL .
,
t 18 and 19 will
ASSESS
MENT DF TAX: re
urns assessed to d ate.
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16.
Amount of Line 14 t
b .
X .00
axa
le at Lineal/Class A rate C16) F9G
74r
17.
Amount of Line 14 at Sibling rata .
+ DR X 045 =
28.086.53
I17) nn x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00
15 =
19.
Pri neipal Tax Due .
X .00
TAX CREDITS:
I19)=
28,086.53
PAYMENT
GATE
12-01-2011
05-08-2012 RECEIPT
NUMBER
CD015279
CD015951 DISCOUNT (+)
INTEREST/PEN PAID (-)
1,394.74
.00
AMOUNT PAID
26,500.00
191.79
:U:AL :A71 PAYMENT 28,086.53
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), VOU MAY BE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.