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HomeMy WebLinkAbout10-09-12 R .i`(l~J(i X44 ICE OF INHERITANCE TAX Pennsylvania BUREAU OF INDIVIDUAL TAXE V~ OW-A' E NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r INHERITANCE TAX DIVISION Of ',d„ JJCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11) PO BOX 280601 HARRISBURG PA 17128-0601 ...314 OCT -9 FM 3: 34 DATE 10-01-2012 ESTATE OF LEFEVRE HELEN L DATE OF DEATH 05-14-2012 d RiVN" ' G 1`~l'`1- FILE NUMBER 21 12-0608 TIMOTHY J LEFEWBERLMD CO., PA COUNTY CUMBERLAND ACN 101 FL 2 APPEAL DATE: 11-30-2012 122 S 7TH ST (See reverse side under Objections) LEMOYNE PA 17043-1809 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: 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: LEFEVRE HELEN LFILE NO.:21 12-0608 ACN: 101 DATE: 10-01-2012 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, .00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,8 05.66 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers CSchedule G) C7) .00 8. Total Assets (8) 8,805.66 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 1.131.19 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00 11. Total Deductions (11) 11131.19 12. Net Value of Tax Return (12) 7,674.47 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 7,674.47 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures 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 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7,674.47 X 045 = 345.35 17. Amount of Line 14 at Sibling rate C17) nn, X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 19. Principal Tax Due c19)= 345.35 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 07-02-2012 CDO16204 17.22 327.18 09-24-2012 SBADJUST .00 .95 TOTAL TAX PAYMENT 345.35 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" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.