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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
BENJAMIN G LIPMAN ESq
14TH FL
1525 LOCUST ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~^IyO:TIC~f-_OF• INHERITANCE TAX
AAPR/ST_~Ei,MENTi'-ALLOWANCE OR DISALLOWANCE
- OF-~D~LIUCTItlNS` AND ASSESSMENT OF TAX •
~'" •~• '• "~~" "~ REV-1547 EX AFP C06-05)
~~~U c~~ ~ ~ ~~ 12: ~~ DATE 06-16-2008
iS.J ESTATE OF LIBERTZ MARION F
DATE OF DEATH 03-15-2007
C~~~r~ ~f FILE NUMBER 21 07-0587
QRPE--;J~i`v"S C~~IJRT COUNTY CUMBERLAND
j~ ~ ~~' ~~ ACN 101
CUP:" ~ . _ .. .
PHILA PA 19102
APPEAL D~4TE: 08-15-2008
(See reverse ;side under Objections )
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 E- --------------
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LIBERTZ MARION F FILE N0. 21 07-0587 ACN 101 DATE 06-16-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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
(1) 6~6, 000.00 NOTE: To insure proper
~2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) .00
t6) liD,880.50
(7) 12iD,899.00
C8) 197,779.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,981 .47
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 357 .34
11. Total Deductions C11) 13.338.81
12. Net Value of Tax Return C12) 184,440.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 184,440.69
NOTE: 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 assess ed 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/Class A rate (16) 184,440.69 X 045 = 8,299.83
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 C19)= 8,299.83
Tex rv rnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-14-2007 (0009085 .00 ;2,500.00
03-13-2008 (0009415 (~ .00 ~~,859.89
04-07-2008 (0009526 ~ .00 500.00
INTEREST IS CHARGED THROUGH 07-01-2008 TOTAL TAX CREDIT 7,859.89
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 439.94
REVERSE SIDE OF THIS FORM INTEREST AMD PEN. 113.30
TOTAL IIUE 553.24
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $l, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE: OF THIS FORM FOR INSTRUCTIONS.)
REV-147 EX (6-88)~
'~
Y 7~'
'..~ N-~~.~a. ~ i.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
`~ DECEDENT'S NAME
Marion F. Libertz
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2107-0587
REVIEWED BY
SCHEDULE
F 7
B-7
B-7
Sheila Megonnell
101
~,~ ~ H
H
EXPLANATION OF CHANGES
The Department will directly bill Joseph E. Libertz, Sr. for the Bank of America Account
#78196612 (in Florida) per the request of the correspondent on the decedent's return.
The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of
the suspended item is determined.
Assets reported as a result of court action must be reported at the full settlement value
with the date of the final settlement.
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