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HomeMy WebLinkAbout07-06-10~_~ ~ C OF INHERITANCE TAX ~1~~~~/~Yat1~~ ~;!- ~q.~~~',~_I~~ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ,~,~,~ :, INHERITANCE TAX DIVISION DT~'ONS AND A~t~~SSMENT OF TAX REV-1547 EX AFP C12-09) PO SOX 2s06A1 ~...'~.~~ti ~ ~..~~ •J~ a .;..:_ •,x HAI'dtlSltBt6 PA 17128-0681 ~~~~ ~~L -~ ~N 2: ~(~ DATE 06-21-2010 ESTATE OF LESHER LILLIAN M ~R~ ~~ DATE OF DEATH 06-17-2009 ~~~~js ~~~~~ FILE NUMBER 21 09-0593 PETER J RESSLER E~~~~~~-~,~~!~ ~~'~ ~~' COUNTY CUMBERLAND ACN 101 3401 N FRONT ST APPEAL DATE: 08-20-2010 PO BOX 5950 (See reverse side under Objeci~fons) HBG PA 17110-0950 Amount Rsnitted ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR ~ - - - - - - - - r - - - - - - - . . - r - - - r - YOUR RECORDS ~ . . - - r • . . a - - - - - - - - - - - - . . - - - - - - - - - - - - - - - - - . . - - - r - - - s - - r - - - - - - - - w ' ... r - - - s REV-1547 EX AfP C12-09) NOTICE OF INHERITANCE TAX APPRAIREMlENT, ALLOWANCE OR DISALLOir1ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: LESHER LILLIAN MFILE N0.s21 09-0593 ACN: 101 DATE: 06-21-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estat• (Schedule A) (i) 56, 000.00 NOTE: To ensure proper 2. Stacks and Bands (Schedule B) C2)~ 1 , 053, 814 .74 credit to your account, Submit the upper portion 3. Closely Hold Stock/Partnershiplnterest (Schedule C) .0 0 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)~ 368,267.17 6. Jointly Ortned Property (Schedule F) C6) 1 , 352.78 7. Transfers (Schedule 6) (7) 4,246.60 e. Total Assets CS) 1, 483.681.29 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__,__ 9 3~~,~. 10. Debts/Mortgage Lisbilities/Liens (Schedule I) C10) 3,3 7 8.6 4 (il) 96,542.92 il. Total Deductions 387,138.37 1 12. Net Valu• of Tax Return C12) , 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ,_~. 14. Net Value of Estate Subject to Tax C14) 1 , 387,138.37 - NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESS MENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .0 0 x 0 0 .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .387.138.38 x 045 ~ _ 62, 421.23 17. Amount of Line 14 at Sibling rate C17) - d© X 12 " . 00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 1 5 ~ .0 0 19. Principal Tax Due C14 )a 62,421.23 TAX CR EDITS: PAYMENT RECEIPT DTSGOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 09-11-2009 C 011742 2,631.58 50,000.00 03-08-2010 CD012427 .00 9,789.65 TOTAL TAX PAYMENT 62,421.23 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.