HomeMy WebLinkAbout11-16-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 200601
HARRISBURG PA 17120-0601
~ F INHERITANCE TAX ~ Pennsylvania
RFifi4dg+~~!~E7GO~uowANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
IF -~,Q~~~3C.T~~QrS AND ASSESSMENT OF TAX
RE~~~ _ . ~ -// REV-1547 EX AFP (09-1D
D',1.WO'rI6 F^. I~40
TIMOTHY D SHEFFEY ~'~~~~'~~~"~~~~~ ~'~° ~'~
1601 CORNWALL RD
LEBANON PA 17042-7406
DATE 11-12-2012
ESTATE OF LEHMAN RALPH A
DATE OF DEATH 05-13-2012
FILE NUMBER 21 12-0634
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2013
(See reverse side under Objections)
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 ~
REV-1547 EX AFP C12-11) NOTICE OF IN HERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEHMAN RALPH AFILE N0.:21 12-0634 ACN: 101 DATE: L1-12-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stacks and Bands (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D7
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/MOrkgage Liabilities/Liens (Schedule I)
(i) .00
c2) .00
(3) .00
(4) .00
(5) 121,156.37
(6) .00
(7) 10,341.48
NOTE: To ensure prgper
credit to your account,
submit the upper pgrtion
of this form with your
Lax payment.
(e) 131.497.85
(q) 13.306.29
uo) 8.947.05
11. Total Deductions Clll 22r253.34
12. Net Value of Tax Return (12) 109,244.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (lg) .00
14. Net Value of Estate Su b9 ect to Tax (l4) 109,244.51
NOTE: If an assessment 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
16. Amount of Line 14 taxable at lineal rate
17. Amount of Lina 14 at sibling rate
18. Amount of Line 14 taxable aY collateral rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X 00 - .00
c16) ~n.n4c_cn X 045 = 1,352.00
u n 24.725.76 x 12 = 2,967.09
(1B) 54.474.35 x 15 = 8,171.15
(19)= 12,490.24
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-13-2012 CD016386 624.51 11,865.73
• IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 12,490.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, VOU MAV BE V~
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.