HomeMy WebLinkAbout09-18-06
09-18-2006
LEPERE
11-02-2005
21 05-1006
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
Amount R_i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiv:is4'-ix-AFP-ioi:osi-NOTici-OF-iNHiiiTANCi-TAX-APPRAiiiMENT:-ALLONANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANITA J FILE NO. 21 05-1006 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
F:~OJ,QCED CI=F!(NIill~E OF INHERITANCE TAX
.o:::,~,:o-c'-f~~~~"~t, ALLOWANCE OR DISALLOWANCE
'.0"0/0); ~ : bF." DI'DuCTIONS AND ASSESSMENT OF TAX
ZDU6 $EP I 8 Pi"; 2: 57
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
('I I,'. ;.. c'
JOSEPH LEPERE JR \..>'00,,'
1500 INVERNESS DR
MECHANICSBURG PA 17050
ESTATE OF LEPERE
.
REV-1547 EX AFP (06-05)
ANITA
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-18-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AlIOUnt of Line 14 at Spousel rate US)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (7)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
4. KDrtgeges/Notes Receivable (Schedule D)
S. Cesh/B.nk Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(S)
(6)
(7)
126.500.00
.00
.00
.00
6.400.00
24.815.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedula I)
11. Total Deductions
12. Net Value of Tex Return
13. Charitable/GovernMental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
15,005.00
(9)
(10)
.00
UU
(12)
(3)
(14)
(Schedule .J)
NOTE:
.00 X
142,710.00 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(9)=
DATE
07-26-2006
NUMBER
CD007018
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
6,422.00
NOTE: To insure proper
credi t to your eccount,
subait the upper portion
of this for. with your
tax pay...,t.
157,715.00
11;.001; nn
142,710.00
.00
142,710.00
19 will
.00
6,422.00
.00
.00
6,422.00
TOTAL TAX CREDIT 6,422.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE '0
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.