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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-133
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-15-2014
ESTATE OF LENKER RICHARD E
DATE OF DEATH 08-23-2008
FILE NUMBER 21 08-0879
COUNTY CUMBERLAND
YOUNG SHEILA K ACN 101
121 HILL LN APPEAL DATE: 11-14-2014
MECHANICSBURG PA 17050 (See reverse side under Objections)
Amount Remitted -�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --! RETAIN LOWER PORTION FOR YOUR RECORDS 4-�
`-"---""------'-- --------"'----""'-""----
REY-1547 £X AFP {OS-13} NOTICE OF INHERITANCE TAX APPRAISEMENL. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LENKER RICHARD EFILE NO. :21 08-0879 ACN: 101 DATE: 09-15-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED I X3 CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) o submit the upper portion of this form With your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 9,052'00
7. Transfers (Schedule G) (7) . 00
B. Total Assets (8) 9.052.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 355.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) no
11. Total Deductions (11) 355.00
12. Net Value of Tax Return (12) 8,697. 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 98,763.82
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 (15) .00 X40 = .-00
16. Amount of Line 14 taxable at lineal rate (16) 1 -fnn nn XG_0� _ ••� "'q 0
17. Amount of Line 14 at sibling rate C17) A.697. nn > 120
18. Amount of Line 14 taxable at collateral rate (18) 89,066.82 XT11#? ,$GOA02
19. Principal Tax Due Cl4 Y=
y r
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
CD
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID �� G> -a --=I `4r1
{) t�
10-16-2008 CDO10420 670.25 12,734;if-
07-03-2014 DA017902 .00 732..25' r�o IT)
:k F-+ Co C)
CL} ryi
INTEREST IS CHARGED THROUGH 09-30-2014 TOTAL TAX PAYMENT 14,137.27
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 311.39
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 185.45
TOTAL DUE 496.84
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. \(
REV406Ext8Lt�) . M"
INHERITANCE TAX
pennsytvania EXPLANATION
17,
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280801
HARRISBURG PA17i28-0601
DECEDENT'S NAME FILE NUMBER
Richard E Lenker 2108-0879
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 1 Jointly held assets are taxable to the survivors. No deductions can be claimed against joint
property as it was not the responsibility of the survivors to pay the debts.
H-A , 1 No deductions can be claimed against joint property as it was not the responsibility of
the survivors to pay the debts.
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