HomeMy WebLinkAbout03-08-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RECQ ~~ G=~~aCE OF
~'ti3 ~lfl~ $ F1 1 ~2
PETER LASSI
200 FINEVIEW RD CLE~r~ GF
CAMP HILL ~,~~},~~~~B~Ci(~~~~ j
CUMBERLA~~ ~~., ?A
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'~~-~~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 03-04-2013
ESTATE OF LASSI JANET D
DATE OF DEATH 02-04-2012
FILE NUMBER 21 12-0190
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-03-2013
(See reverse side under Objections)
Amount Remitted
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 F- _
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LASSI JANET DFILE N0.:21 12-0190 ACN: inl nerF. nz_ni_~niz
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 142, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3} .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
0 0 of this form with your
C4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,059.4 6
6. Jointly Owned Property (Schedule F) (6) 2,59 7.60
7. Transfers (Schedule G) (7) .00
8. Total Assets
(B) 1 0 656 76
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 39.8 35.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) (lp)_ 15,027. 0
11. Total Deductions (11) 54,862.66
12. Net Value of Tax Return 95
794
10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) ,
.
00
14. Net Value of Estate Subject to Tax (13) .
C14) 95,794.10
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 0 0 - .00
16. Amount of Line 14 taxable at lineal rate (16) 95.794 7 fl X 045 = 4,310.73
17. Amount of Line 14 at sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS: (19)= 4,310.73
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-11-2012 CD016907 13.07- 4
323
80
02-25-2013 SBADJUST 00 .
,
. .O1
TOTAL TAX PAYMENT 4,310.73
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), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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