HomeMy WebLinkAbout05-16-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX ~i
APPRJCUSEMgN~~ A4L;OWANCE OR DISALLOWANCE
OF DEDUC*1!~I1N6'~AWD ASSESSMENT OF TAX
!-.- {' REV-1547 EX AFP (06-05)
__ .. ... ...~ i ,,,. .. ..
DATE 05-12-2008
ZOUB I~AY 16 PIS 4~ I~TATE OF LEHMER LARRY E
DATE OF DEATH 06-06-2007
CLERK OF FILE NUMBER 21 07-0863
~~~~~ CdU~r ACNNTY lO1BERLAND
CU(Ut~FR!.r'~O L.O.. PA APPEAL DATE: 07-11-2008
(See reverse side under Objections)
PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEHMER LARRY E FILE N0. 21 07-0863 ACN 101 DATE 05-12-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) .00 NOTE: To insure proper
C2) 880.01 credit to your account,
submit the upper portion
(3) .00 of this form with your
(4) .00 tax payment.
(5) 8,257.01
(6) .00
(7) 25.83
($) 9, 162.85
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,424.80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.289.82
11. Total Deductions (11) 8.714.62
448.23
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
448.23
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assessment was issued previously, l ines 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:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) •
=
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 448.23 X 045 = 20.17
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (1g)= 20.17
/~A {. 1 I J
PAYMENT
DATE
RECEIP
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-06-2008 CD009385 .00 20.17
TOTAL TAX CREDIT 20.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)