HomeMy WebLinkAbout03-10-14 (3) NOTICE OF INHERITANCE TAX iDo ;
pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF LOFBLAD FREDERICK J
DATE OF DEATH 05-05-2013
FILE NUMBER 21 13-0574
COUNTY CUMBERLAND
SAIDIS ROBERT C ACN 101
26 W HIGH ST APPEAL DATE: 05-09-2014
CARLISLE PA 17013 (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
REV-1547 EX AFP (05-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOFBLAD FREDERICK JFILE NO. :21 13-0574 ACN: 101 DATE: 03-10-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) (2) .DO credit to your account,
.00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 252,337.36
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
S. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C CD
O B rn�
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.209.68mm T C7.
G"
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 399.77Z7
a p
11. Total Deductions (119 ` 9,609':"4 h�
12. Net Value of Tax Return ciz, ' 24 727'3915
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (I C_
14. Net Value of Estate Subject to Tax 24'T.,727r.9 _(
(14D
W
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or bB will-T
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .DO X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) 747.727.91 X 12 = 29, 127.35
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 29, 127.35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-01-2013 CDO17961 1,315.79 25,000.00
11-15-2013 CDO18407 . 00 2,809.95
03-03-2014 SBADJUST . 00 1 .61
TOTAL TAX PAYMENT 29,127.35
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 (CR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \�
REV-1470 E%(01-101-
�' pennsylvania INHERITANCE TAX
` _ t DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Frederick Lofblad 2113-0574
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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