HomeMy WebLinkAbout03-31-09. ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
''^ ?'~LOkI(:E,OF INHERITANCE TAX
,APP,RAIS~h~ENT,.ALLDWANCE OR DISALLOWANCE
~ : brF-~DE]~U~7,~QN;S AND ASSESSMENT OF TAX
Z~Q4 l~~R 3 ( P~ l2~ t 3
CLEEs<< C~E
o~P, ;~~~~~ ~ ~~ ~~~~~~~
,'',
CU's" -; ~ . ' ,
EDGAR R LUHN III ESQ
E R LUHN LAW OFFICE
480 DOUBLING GAP RD
NEWVILLE PA
17241
REV-1547 EX AFP CO1-09)
DATE 03-30-2009
ESTATE OF LEHMAN LESTER H
DATE DF DEATH 04-19-2008
FILE NUMBER 21 08-0460
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-29-2009
(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 ~
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEHMAN LESTER H FILE N0. 21 08-0460 ACN 101 DATE D3-30-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C 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. CashlBank Deposits/Misc. Personal Property (Schedule E)
b. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
6. Total Assets
C1) .00 NOTE: To insure proper
C2) .0 0 credit to your account,
00 submit the upper portion
C3) . of this form with your
(4) .00 tax payment.
(5) 411 , 428.00
(b) .00
(7) .00
(B) 411,428.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,972 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10.046 .00
11. Total Deductions C11) 93. D1 R. nn
12. Net Value of Tax Return C12) 388,410.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 38$,410.00
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 z .00
lb. Amount of Line 14 taxable at LinealJClass A rate C16) 388,410.00 X 045 ~ 17,478.00
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) ,00 X 15 = .00
19. Principal Tax Due (lg)= 17,478.00
-rex rornrTe.
P M T
DATE RECEI T
NUMBER ISCOUN C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-10-2008 CD010520 .00 17,478.00
TOTAL TAX CREDIT 17,478.00
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 81, 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.)
REV-1470 EX (8-88) f
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
- - - -- -- - Lehman, Lester H. 2108-0460
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A ~ 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.
Row Page 1