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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
[:r:(Yl!l!:r. U~!'lQ1'!lCE'JlF INHERITANCE TAX
"" '~P~~~r'SE~NT\q ALLOWANCE OR DISALLOWANCE
i:~F' ~:(;;yrF (oEob,I!J"liI:QNS AND ASSESSMENT OF TAX
__ .'"~... "" . .....! 1 ,-') I. '... l... ,~,..
DATE 04-21-2008
ESTATE OF LECHLEITNER FRANCES K
DATE OF DEATH 06-18-2007
FILE NUMBER 21 07-0715
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-20-2008
( See reverse side under Objections)
Amount Remittedl 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 .....
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LECHLEITNER FRANCES K FILE NO. 21 07-0715 ACN 101 DATE 04-21-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2008 APR 18 PH 12: 2 J
MARK SAILOR
STE 202
101 GREENWOOD
JENKINTOWN
CLERK OF
ORPHf\N'S COURT
0U,IJD--r:. D^
v!"., .,r\
AVE
PA 19046
TAX RETURN WAS: ( ) ACCEPTED AS FILED
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/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
1l.
12.
13.
14.
Total Deductions
Net Value of Tax Return
(9)
CI 0)
( X) CHANGED
(ll
(2)
(3)
(4)
(S)
(6)
(7)
.00
45,112.28
.00
.00
267,581.62
557.39
120,422.09
(8)
14,196.34
1.034.49
CIll
CI2)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. 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
NOTE:
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal
TAX CREDITS:
PAYMENT
DATE
08-27-2007
Tax Due
RECEIPT
NUMBER
CDo0861o
DISCOUNT (+)
INTEREST/PEN PAID (-)
868.42
INTEREST IS CHARGED THROUGH 05-06-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
CIS)
CI6)
CI7)
CI8)
.00 X
418,442.55 X
.00 X
.00 X
AMOUNT PAID
16,500.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1547 EX AFP (06-05)
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
433,673.38
CI3)
CI4)
11'..730.83
418,442.55
.00
418,442.55
00
045 =
12 =
15 =
.00
18,829.91
.00
.00
18,829.91
CI9) =
17,368.42
1,461.49
13.75
1,475.24
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
/'\
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. (' I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Frances K. Lechleitner
REVIEWED BY
Sheila Megonnell
ITEM
SCHEDULE NO.
G 1 th ru
7
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
ACN
EXPLANATION OF CHANGES
Transfer on Death (TOO) accounts are fully taxable with no exclusion.
ROW
2107-0715
101
Page 1