HomeMy WebLinkAbout11-05-12Q ~ OF INHERITANCE TAX ~ Pennsylvania
r~(~(~`~'~t`A,~~iK~-~Ur. ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~-~-`~" ~jF' ~5ED1~~T~IONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION fir( -~,J REV-1547 EX AFP (09-12)
PO BOX 280601 ~ `- "'
HARRISBURG PA 17128-0601
"~('3~ ~~i~,~ -~j ~~ 2~ Z~+ DATE 10-29-2012
ESTATE OF LEHMAN LESTER H
DATE OF DEATH 04-19-2008
o~,~;~.1^.~_c" -- ~r FILE NUMBER 21 08-0460
Liu hwr:3 'vU~' ~'
EDGAR R LUHN I I I Ct~~eF-~E~`~~ ~'~" PA COUNTY CUMBERLAND
ACN 101
480 DOUBLING GAP RD APPEAL DATE: 12-28-2012
NEWV I L L E PA 17241- 9433 (See reverse side under Objections)
Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION
--------------------------------------------------
REV-1547 EX AFP C12-11) NDTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS
ESTATE OF: LEHMAN LESTER HFILE N0.:21 FOR YOUR RECORDS ~
-----------------------
APPRAISEMENT, ALLOWANCE
AND ASSESSMENT OF TAX
08-0460 ACN: 101 --------------
----
OR
DATE: 10-29-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
1. Real Estate (Schedule A) C1) 9,893.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
DO submit the Upper pOrtlOn
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E ) C5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ce) 9.893.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return C12) 9,893.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 531,348.00
NOTE: If an assesswent was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) ~;I • ~4R - n0 x 045 = 23, 910.00
17. Amount of Line 14 at sibling rate (17) _00 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .0 0
19. Principal Tax Due C19 )= 23,910.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
'
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-10-2008 CD010520 .00 17,478.00
07-07-2009 CD011462 .00 6,128.00
06-13-2012 CD016172 181.71- 522.00
TOTAL TAX PAYMENT 23,946.29
BALANCE OF TAX DUE 36.29CR
INTEREST AND PEN. .00
TOTAL DUE 36.29CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.