HomeMy WebLinkAbout01-30-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE 7AX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HEATHER D ROYER ESQ
FL 3
4431 N FRONT ST
HARRISBUR
pennsy(vania
DEPARTMENT OF REVENUE •
REV-1547 EX AFP C12-I1)
~~~1~ JAN 30 P~! 12~ ~ SATE of -24-2012
ESTATE OF LEHMAN
C~~'RK ~~ DATE OF DEATH 11-21-2010 WILBUR J
p~-~,4,NtS ~a~Rr FILE NUMBER 21 10-1217
~'~~rR' ~{~ ~'~~' pA ACNNTY CUMBERLAND
APPEAL DATE:
G PA 17110 -17 78 (See reverse side under Objection 12
NOTICE OF INHERITANCE TAX
AP oF~'~~~~ ~„~I1~lCE OR DISALLOWANCE
~4'T30MS'~~~~~ ASSESSMENT OF TAX
Amount s)
Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CUT ALON_6 THIS LINE CARLISLE PA 17013
REV-1547 EX AFP " '--~ __RETAIN-LOWER PDR_TION_ FOR YOUR RE(:0_R_DS_
C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT,.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEHMAN ALLOWANCE OR ~---" '---
WILBUR JFILE NO.:
21 10-1217 ACN: 101 DATE:
TAX RETURN WAS: ( X ) ACCEPTED AS FILED O1 -24-
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 2012
( ) CHANGED
1• Real Estate (Schedule A)
2• Stocks and Bonds (Schedule B)
cl)~ 81,952.64
3. Closely Held Stock/Partnershi ~- NOTE: To ensure
P Interest C2)~~ 00 credit proper
4. Mortgages/Notes Receivable (Schedule C) ~~~ to Your account,
(Schedule D) C3)~~-00 submit the u
5. Cash/Bank Deposits/Misc. of Peer portion
Personal pro C4) this form with your
6• Jointly Owned Pro ert Perty (Schedule E) "~00 tax payment.
p Y (Schedule F) (5) 11 e', 78=93
7. Transfers (Schedule G)
C6)--
B• Total Assets CT) 32,95=46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CB) 227 692.03
10. Debts/Mort a e Costs/Misc. Expenses (Schedule H)
g 9 Liabilities/Liens (Schedule I) C9) _~-~~•0 n zo
11. Total Deductions C10)
~ 12299
12. Net Value of Tax Return
13. Charitable/Governmental Be Cil) 21,319.50
14. Net Value of Estate Subjectuto Tax Non-elected 9113 Trusts (Schedule J) C12) 206,3 72.53
NOTE: (13) .00
If an assessment was issuedprevfously,
reflect fi (14) 206 372.53
ASSESSMENT OF gures that include the lines 14, 15 and/or
TAX: total of A~ returns 16, 17' 18 and 19 will
15. Amount of Line 14 at Spousal rate assessed t0 date.
16. Amount of Line 14 taxable at Lineal/Class A rate
(15)
17• Amount of Line 14 at Sibling rate C16) •~~0 X 00 = .00
906 ;79 -~ X 045 =
18• Amount of Line 14 taxable at Collateral/Class B rate C17) 9,286.76
19. Principal Tax Due X 12 =
TAX CREDITS: (1B) • 00
•_ .00 X 15 =
DATE
02-1-- 2 2011
08-19-2011
NUMBER
CD014864
INTEREST/PEN pAID (-)
457.89
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
n9)= • 00
9,286.76
--~-
AMOUNT PAID
„~u.uu
128.88
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 9,286.77
INTEREST AND pEN, •O1CR
TOTAL DUE •00
IF TOTAL DUE IS REFLECTED ,,, • O1CR
YOU MAY BE
A REFUND. SEE REVERSE SIDEAOFATHISEFORM FOR)INSTRUCTIONS.