HomeMy WebLinkAbout07-05-11t~ ~~~;-zap= RITANCE TAX pennsylvania .~_~~
BUREAU OF INDIVIDUAL TAXES APPR/#~"`-'-'~`"y ''~L~~CE OR DISALLOWANCE DEPARTMENT
INHERITANCE TAX DIVISION OF ~ ~~ ~ ~ •F REVENUE
~~~4~~~[~`W'S 1S ASSESSMENT OF TAX '~
PO BOX 280601 ~ REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
' ~~' ~ "~~- _ J ~'i # ~ +~`~ATE 06-20-2011
ESTATE OF LIPPERT LARRY E
(~[..~~K Q~ DATE OF DEATH 11 - 27 - 2010
d~~i"{~~~~ ~;Q~,fRT FILE NUMBER 21 11-0092
~~~~t~°~~'.n~..r~~'~~ ~~ ~A. ACNNTY CUMBERLAND
AUDREY LIPPERT '• 101
520 N BEDFORD ST APPEAL DATE: 08-19-2011
C A R L I S L E P A 17 013 (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 ---- --~ R_ETA_IN LOWER POR
TION
FOR YDUR RECORDS E--
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE _ ____
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIPPERT LARRY EFILE N0.:21 11-0092 ACN: 101 DATE: 06-20-2011
TAX RETURN WAS: CX) ACCEPTED AS FILE D ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 55, 000.00 NOTE: To e
2. Stocks and Bonds (Schedule B)
C2) 10,515.00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) '---
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 25, 000.00
6. Jointly Owned Property (Schedule F) (6) 44,400.00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 134,915.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) lli,4 ~_n n
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,5 2 3.0 0
11 . Total Deductions C11) 19, 950.00
12. Net Value of Tax Return C12) 114,965.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 114,965.00
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
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) 114, 965.00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _n n x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) n n X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .
.0 0 X 15 .0 0
= .0 0
19. Principal Tax Due
TAX CREDITS: (19) = .0 0
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.