HomeMy WebLinkAbout07-10-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIV ISIDN
PO BOX 280601
HARRISBURG PA 17128-0601
SANDRA E THOMAS
804 SEABORN WAY
CHESAPEAKE
HC~fi~~ I~CE„QF INHERITANCE TAX pennsylvania ~
I~BBR ~LG (KLLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
REI~~~ ~~ X~S AND ASSESSMENT OF TAX REV-1s47 Ex AFP (1z-11)
21ii2 JUL 10 PN 12~ 12 DATE 07-02-2012
ESTATE OF LIGHTON DORIS J
~;;~ ~ ~ ~( (v ~_ DATE OF DEATH 05-06-2011
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HiUv'S(AUflr FILE NUMBER 21 11-0589
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ACN 101
APPEAL DATE: 08-31-2012
VA 23322-3963 (See reverse side under Objections)
Amount Renitted ~-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS (--~
REV-1547 EX AFP (12-lll 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) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON• ORIGINAL RETURN
1. Real Estate (Schedule A) (17 149,900.00
2. Stocks and Bonds (Schetlule B7 (2) 372,687.61
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule DJ (4) .00
5. Cash/Bank Deposits/Misc. Personal Pro perky (Schedule E) C57 221,249.43
6. Jointly Owned Prq party (Schetlule F7 (6) .00
7. Transfers (Schetlule G) (77 275,696.68
NOTE: To ensure proper
credit to your accounk,
submit the upper portion
of this form with your
tax payment.
e. Total Assets (B) 1.019.533.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schetlule H) (ql 17.070.28
30. Debts/MOrt9age Liabilities/Liens (Schedule I) (10) 11.529.41
11. Total Deductions (11) 22,599.69
12. Net Value of Tax Return (12) 996,934.03
13. Charikable/Governmental 8aquests; Non-elected 9113 Trusts (Schetlule J) (13) .00
14. NaY Value of Estate Subject to Tax (14) 996.934.03
NOTE: If an assessment was issuetl previously, lines 14, 15 and/or 16, 17, 18 antl 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .uu X
(16) 996.934-n3 X
cn7 n0 x
(18)
x
00 - .00
045 = 44,862.04
12 = .00
15 = .00
(197= 44,862.04
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+7
INTEREST/PEN PAID (-) AMOUNT PAID
08-04-2011 CD014815 2,157.89 41,000.00
02-11-2012 CD015587 .70- 1,815.00
TOTAL TAX PAYMENT 44,972.19
BALANCE OF TAX DUE 110.15CR
INTERES T. AND PEN. .00
TOTAL DUE 110.15CR
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS ~