HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX Pennsylvania i
BUREAU OF INDIVIDUAL TAXES
APPRAI;SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (12-10) ~--~~
HARRISBURG PA 17128-0601
DATE 05-09-2011
ESTATE OF LIPPERT WILLIAM S
DATE OF DEATH 05-11-2010
FILE NUMBER 21 10-1199
CRAIG A DIEHL ESQ COUNTY CUMBERLAND
3464 TRINDLE RD ACN 101
CAMP HILL PA 1 70 1 1-4436 APPEAL DATE: 07-08-2011
(Seerevers~sideunderObjections)
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 ---- _
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIPPERT WILLIAM SFILE N0 .:21 10-1199 ACN: 101 DAT
E: 05-09-2011
TAX RETURN WAS: CX) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (1) .00
NOTE: To ensure proper
3. Closely Held Stock/Partnershi
I
t (2) .00 credit to your account,
p
n
erest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
00
5. Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) (5) 84,383.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 679,726.08
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ($) 764,109 08
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H)
6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (y)
.4 77 96
(10) .00
11. Total Deductions
12. Net Value of Tax Return (11) 6,477.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (12)
(Sched
l 75 7,6 31.12
14.
Net Value of Estate Subject to Tax u
e J)
(13) .00
(14) 757,631.12
NOTE: If an assessment was issued previously, lines 14
15
reflect figures that include the total
of ALL ,
and/or 16, 17,
and 19 will
ASSESSMENT OF TAX: returns assessed to d ate
15. Amount of Line 14 at Spousal rate (15) 757,631
12
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
x .00
17.
Amount of Line 14 at Sibling rate nn x 045 = .00
18.
Amount of Line 14 taxable at Collateral/Class B ra C17)
te (18)
"nn x 12 -
00
15 -
.00
19. Principal Tax Due .
X
- .00
TAX CREDITS:
C19)=
00
rn,l'ICI`11 I RECEIPT I DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT F'AID
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" (CR), YOU MAY BE D~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.