HomeMy WebLinkAbout04-27-11r nr - - ~ ,r ,~FOTICE OF INHERITANCE TAX pennSy~Vanla c ~~
BUREAU OF INDIVIDUAL TAXE-S APPRA`I~MENT, ALLOWANCE OR DISALLOWANCE DEPARTME/NTOFREVENUE
INHERITANCE TAX DIVISION ,' ~ ~ ~ ~'
Q~`-~`~DUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP I12-1 o)
PO BOX 280601 -
HARRISBURG PA 17128-0601
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' ~~' `" ~ ~ DATE 04-11-2011
ESTATE OF LEHMAN JR SIMON A
n~ ~~` r.~
'"~.-u: ~~~ .,, DATE OF DEATH O 1 - 28 - 2010
~~~{~, Yv~ ~ ' ~,' FILE NUMBER 21 10-0115
G~ r+ `~` }~ ~='. COUNTY CUMBERLAND
RICHARD C SNELBAKER ESQ ACN 101
44 W MAIN ST APPEAL DATE: 06-10-2011
P 0 B O X 318 ( See reverse side under Objections
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --) RETAIN LOWER PORTION FOR YOUR
-------------------- -------------- RECORDS ~--
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEME
NT, ALLOWANCE _
___
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: LEHMAN JR SIMON AFILE N0.:21 10-0115 ACN: 101 DATE: 04-11-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) (2) .
6 0.04 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 32 0,379.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 72,456.51
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: C8) 392,896.18
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)__ 22.8 9 .70
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) _ 4,855.98
11. Total Deductions (11) 27,748.68
12. Net Value of Tax Return (12) 365, 147.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 27 5,0 09.6 3
14. Net Value of Estate Subject to Tax C14) _ 90,137.87
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19
i
reflect figures that include the total of ALL returns assessed to w
ll
date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) 63,032.81 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 27 . l OF 06 x 045 = 1 , 219.73
17. Amount of Line 14 at Sibling rate C17) ~ 0 X 12 =
18.
Amount of Line 14 taxable at Collateral/Class B rate C18)
.00 X 15 .00
= .0 0
19. Principal Tax Due
TAX CREDITS: (19) = 1 , 219.73
r,a~ntni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-26-2010 CD013554 .00 1,219.73
TOTAL TAX PAYMENT 1,219.73
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" (CR), YOU MAY BE DU~~ ~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. _..