HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128 -0601
JOANNE L SLUSSER
236 S PITT ST
CARLISLE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RCu 0 5 y^
RECgS
P � u
CI1P V sr
i apt
pennsylvania
DEPARTMENT OF REVENUE
REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF LAVISKA GENEVIEVE M
DATE OF DEATH 10 -19 -2012
FILE NUMBER 21 12 -1276
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05- 17-2013
(See reverse side under Objections)
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 E-
------------ - - - -- - -- ------- ------------
----- -------------
----------------------
REV -1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAVISKA GENEVIEVE MFILE NO.:21 12 -1276 ACN: 101 DATE: 03 -18 -2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock /Partnership Interest (Schedule C)
4. Mortgages /Notes Receivable (Schedule D)
5. Cash /Bank Deposits /Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
C2) 4,606.50
(3) .00
(4)
.00
(5) 41,282.71
(6) .00
(7) .00
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
DISCOUNT C +)
INTEREST /PEN PAID C -)
(8)
45,889.21
APPROVED
DEDUCTIONS AND EXEMPTIONS:
1,318.16
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule
H)
(9) 15,054.8 8
10.
Debts /Mortgage Liabilities /Liens CSchedule I)
(10) 00
11.
Total Deductions
(11)
15, 054.88
12.
Net Value of Tax Return
C12)
30,834.33
13.
Charitable /Governmental Bequests; Non - elected 9113
Trusts
CSchedule J) C13?
.00
14.
Net Value of Estate Subject to Tax
C14)
30,834.33
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
C15)
.00 X 00 =
.00
16.
Amount of Line 14 taxable at lineal rate
(16)
3❑ .834 _ 33 X 045 =
1,387.54
17.
Amount of Line 14 at sibling rate
(17)
00 X 12 =
.00
18.
Amount of Line 14 taxable at collateral rate
(18)
.00 X 15 =
.00
19.
Principal Tax Due
(19)=
1,387.54
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C +)
INTEREST /PEN PAID C -)
AMOUNT PAID
01 -15 -2013
CDO17057
69.38
1,318.16
TOTAL TAX PAYMENT 1,387.54
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 FOR INSTRUCTIONS.