HomeMy WebLinkAbout05-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTIC~ [~,~ INHERITANCE TAX
~~~t'I'~N~T`~,,;- ~LOWANCE OR DISALLOWANCE
i ~ , .. -., ,_.. , ..,
,`~(Q~,~C:7t~3~gN!~ AND ASSESSMENT OF TAX
2~l4 l~AY 17 Pty ~~ 33
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MARCUS A MCKNIGHT I I ~U",~~r~~-^~r'~~ ~'~ ' ~~'
IRWIN K MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-10-20'10
ESTATE OF LEHMER ROBERT E
DATE OF DEATH 10-30-20108
FILE NUMBER 21 09-Od41
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side unden Objections)
Amount Remitted
MAKE CHECK PAYABLE ANDiREMIT 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 TAD(
ESTATE OF: LEHMER ROBERT EFILE N0.:21 09-0041 ACN: lql
--
OR
DATE: 05-10-2010
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) C2) ,Q!0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11 , 249.01
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 11 , 249 . O 1
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10.4 9 2.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3 08.I~8
11. Total Deductions C11) 10,800.85
12. Net Value of Tax Return C12) 448.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 448.16
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) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 448.16 X 045 = 20.17
17. Amount of Line 14 at Sibling rate C17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X'15 - .0 0
19. Principal Tax Due C19)= 20.17
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-04-2009 CD012071 .35- 25.2~~1
TOTAL TAX PAYME T 24.86
BALANCE OF TAX UE 4.69CR
INTEREST AND PEI. .00
TOTAL DUE 4.69CR
* 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.
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