HomeMy WebLinkAbout02-19-13 (2)NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BuREau OF INDIVIDUAL TAXES OF DEDUCTIONS ANO ASSESSMENT OF TAX
INHERITANCE TAx OIV ISION
PO BOX 280601
HARRISBURG PA 17129-0601
RECDRDf=~ GF~'!CE DF
REGIS?=`; Or trii-~J
CHARLES E SHIELDS 'LiLERK i++=
6 CLOUSER RD D~'~~~a~ C~~T
MECHANICSBURG 5-
~ pennsylvani
DEPARTMENT OF REVENUE
REY-1547 FX AFP (09-12)
DATE 02-11-2013
ESTATE OF LIPPERT JR MARLIN L
DATE OF DEATH 03-03-2012
FILE NUMBER 21 12-0388
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-12-2013
(See reverse side under ObJections
Aeount Re®ittad
MAKE (NECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ____ --4 RETAIN LOWER PORTION FOR YOUR RECORDS (-~
'------'-----------' _____________________'-'--'-'-" ---'--'-^ ---'-'----'-'--'-'-'--
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIPPERT JR MARLIN LFILE N0.:21 12-0388 ACN: 101 DATE: 02-11-2013
TAX RETURN WAS: C X7 ACCEPTED AS FILED I ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ tl) •00 NOTE: To ensure proper
2. SkockS an^ Honds (SChetlule B) t2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stoek/Partnership Interest (S<hetlule C) ti) of this form with your
4. Mortgages/Notes Receivable (SChetlule p) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchetlule E) (5) 85.798.23
6. Jointly Ownetl Property (Schedule F) t67 .00
7. Transfers (Schedule G) t7) .00
8. Total Assets te) 85.798.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. CostslMisc. Expenses (Schedule H) t9) 3.804.50
10. Debts/Mortgage Liabilities/Liens (S Chedule I) (10) .00
11. Total Detluetions tll) 3.804.50
12. Nat Value of Tax Return C12) 81,993.73
13. Charitable/Governmental Bequests; Non-electetl 9113 Trusts (Schedule J) t13) .00
14. Net Value of Estate Subiact to iax t14) 81,993.73
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 rake
17. Amount of Line 14 at sibling rate
18. Amount of Lf ne 14 taxable at collakeral rate
19. Principal Tax Due
TAX CREDITS:
a5) 81,993.73 x 00 = .00
t16) On x 045 = .00
nn -On x 12 .OD
ne) .00 x 15 .00
t19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID t-) AM DU NT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE ~
A REFUND. SEE REVERSE SLOE FOR INSTRUCTIONS.