HomeMy WebLinkAbout12-22-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTt.CE OF INHERITANCE TAX
INHERITANCE 7AX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 _ !-.OF-DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
~~e~ ~~",CJ C~ ~~~ ~' ~8 DATE 12-15-2008
ESTATE OF LECHTHALER ZELDA M
(~; ';`~-':; (~ DATE OF DEATH 07-09-2008
iV;f:., f '„,rj'.,. FILE NUMBER 2'1 08-0917
DAVID J LENOX '^ .~~ ~ !"+`a COUNTY CUMBERLAND
THE WILEY GROUP ACN 101
APPEAL DATE: 02-13-2009
13 O W C H U R C H S T (See reverse ,side under Objections )
DILLSBURG PA 17019 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 REC(IR_D_S___E_-________
--------- --------------
ALLOWANCE OR
REV-1547 EX AFP (03-05)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENI
- OF TAX
ESTATE OF LECHTHALER ZELDA M FILE N0. 21 08-0917 ACN 101 DATE 12-15-2008
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
Cs) .00
c6) 80,387.97
c7) 33,723.02
CB) 114, 110.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) C9) 5,407.97
10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) .00
11. Total Deductions
C11) x+.407.97
12. Net Value of Tax Return C12) 108,703.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule „i) (13) .00
14. Net Value of Estate Subject to Tax (14) 108,703.02
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Clg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 108,703.02 X 045 _ 4,891.64
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .DO
19. Principal Tax Due
TAx cREnTrs. (19)= 4,891.64
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-10-2008 CD010257 244.58 4;647.06
TOTAL TAX CREDIT 4,891.64
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 51., NO PAYMENT IS REQUIRED. 1
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A'.. A "CREDIT" (CR), YDU MAY BE DUE(~'7
A REFUND. SEE REVERSE SIDE CIF THIS FORM FOR INSTRUCTIONS.) (~~