HomeMy WebLinkAbout03-19-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `~ -~~PGaI~SE~MF~T-~.- ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ' d~ ~}L~U T~~ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ "~ , ~ :"t t-.
HARRISBURG PA 17128-0601 ' `~~ I ~{ ` ~-' "-
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MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 03-15-2010
ESTATE OF LEPPERT HARRY F
DATE OF DEATH 12-11-2008
FILE NUMBER 21 09-0844
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-14-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEPPERT HARRY FFILE N0.:21 09-0844 ACN: 101
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OR
DATE: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) 6 9 2.6 5
7. Transfers (Schedule G) (7) 13, 300.00
8. Total Assets C8) 13 , 992.65
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 4.9 6 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3 3.4 6
11. Total Deductions C11) 4, 998.46
12. Net Value of Tax Return C12) 8, 994.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 8,994.19
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 (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S . 994.19 x 045 = 404 .74
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Lfne 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 404.74
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-09-2009 CD011719 .00 404.74
TOTAL TAX PAYMENT 404.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.