HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ~(~~;`~H'"1 ~~"'""' t¢p,IICE OF INHERITANCE TAX
INHERITANCE 7AX DIVISION ,t_t, '' ~~~ Q/~F~gIO,~S~IAENT, ALLOWANCE OR DISALLOWANCE
i_. "' ~' ~F~.~iP RUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i ._~_':~_. i,_: i ~ w ;:_~
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
2~~~ ~~~~ i 3 P Z' ~ ~ ,' ESTATE OF LIPPERTOJR WILLIAM C
TAYLOR P ANDREW~~65'~ ;~
ANDREWS 8. JOHNSON
78 POMFRET
CARLISLE PA 17013
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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LIPPERT JR WILLIAM C FILE N0. 21 08-0288 ACN 101 DATE 03-09-2009
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)
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
cl) 159,960.00
I2) 35.806.94
I3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Is) 9 , 151 .50
I6) 2, 135.45
cn .00
~$) 207, 053.89
APPROVED DEDUCTIONS AND EXEMPTIONSe 36,045.17
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6.364.14
11. Total Deductions C11) 42.49 _ 31
12. Net Value of Tax Return C12) 164,644.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
C14)
164,644.58
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 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate I16) 164,644.58 X 045 = 7,409.01
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)= 7,409.01
TAY PDCTTTC.
PAYME T
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-28-2008 CD010464 .00 7,409.01
DATE OF DEATH 02-01-2008
FILE NUMBER 21 08-0288
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 7,409.01
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)