HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
~,, ~-,IlFPAI~TMENT OF REVENUE
-, ~''N0~'~'CF~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~"'gWpRAISEM,'ENT,:ALLOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISION -~°1 ` ~OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-08)
Z~ti9 rEB -~ ~~ ~Z' ~! DATE o2-02-2009
ESTATE OF LE=NKER RICHARD E
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~',~ !-~',c~ `~~= DATE OF DEATH 0l3-23-2008
(1C~' ~?Vi'i`` ~ t ~~~^= FILE NUMBER 2a 08-0879
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~,~~?•, _ - ' ` COUNTY CUMBERLAND
SHEILA K YOUNG ACN 101
121 HILL LN APPEAL DA°TE: 04-03-2009
MECHANICSBURG PA 17050 (See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND !:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF LENKER RICHARD E FILE N0. 21 08-0879 Al:N 101 DATE 02-02-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 92,5 35.35
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (B) 92,535.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,404.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1_,064.53
11. Total Deductions (11) ~•4q8•-~+;
12. Net Value of Tax Return C12) 90, 066.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 90,066.82
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 C15) •00 X 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,001,00 X 045= 45.00
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) 89,0615.82 X 15 _ 13,360.02
19. Principal Tax Due (19)= 13,405.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-16-2008 [0010420 670.25 12',734.77
TOTAL TAX CREDIT 13,405.02
BALANCE OF 7'AX DUE .00
INTEREST AN:D PEN. .00
TOTAL DUE .00
i
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. ~`
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)