HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVID APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITAN7 lufl �i Aff 110E OF OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
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HARRISBURG rp�qvv6V
DATE 11-17-2014
mut ESTATE OF LEHMAN WALTER S
DATE OF DEATH 10-16-2013
FILE NUMBER 21 13-1126
r10UFT COUNTY CUMBERLAND
HEIWPO""' WANDA', L ACN 101
R' APPEAL DATE:
2W�_NT St ` , , 01-16-2015
HARRISBURG PA 17104-1314 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEHMAN WALTER SFILE NO. :21 13-1126 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
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) 8,770.5 2
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) C7) .00
B. Total Assets 8,770.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,063.15
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,824.39
11. Total Deductions (11) 8,887.54
12. Net Value of Tax Return (12) 117.02-
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14, Net Value of Estate Subject to Tax C14) 117.02-
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 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) On, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.