HomeMy WebLinkAbout01-15-10_ NOT~,CE OF INHERITANCE TAX Pennsylvania ~
'" `-i4PP~t,~-IS~h]E~F'~, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES _.. -.- DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION fl
_ F, DEIDUV~TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP u2-o9)
PO BOX 280601 ! ;._._. •, ._. ~ 11+ ,!_ .. _
HARRISBURG PA 17128-0601
t ~ ~ ,~
G~EFi~, +~~~ ,r,
EDGAR R LUHN I I fi~'~~E~~.:~h~~' ~~^L., ~p.
E R LUHN III LAW OFFICE
480 DOUBLING GAP RD
NEWVILLE PA 17241
DATE 01-13-2010
ESTATE OF LEHMAN LESTER H
DATE OF DEATH 04-19-2008
FILE NUMBER 21 08-0460
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-14-2010
(See reverse side under Objections)
A~ount Resitted
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 C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ------
--- ---------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEHMAN LESTER HFILE N0.:21 08-0460 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 143,720.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 143,720.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 10.67 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 10,675.00
12. Net Value of Tax Return C1Y) 133, 045.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 521,455.00
NOTE: If an assess~ent 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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~21.4~~_00 X 045 = 23,465.00
17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 23,465.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-10-2008 CD010520 .00 17,478.00
07-07-2009 CD011462 138.62- 6,128.00
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
23,467.38
2.38CR
.00
2.38CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ("1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. c-~,~rJ