HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX 7 pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128MAORDEP) OFFICE OF
REGIS , Et"k OF ,TILLS
ILLS DATE 11-17-2014
ESTATE OF LEHMER WILLIAM T
?019 NOU 24 FM 1 13 DATE OF DEATH 10-16-2013
FILE NUMBER 21 14-0052
CLE,-,'` OF COUNTY CUMBERLAND
LEHMER ORPHANV01"PIRTT ACN 101
6317 PARK, CI,R, APPEAL DATE: 01-16-2015
MECHAN PA_17b50'-2838 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17015
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEHMER WILLIAM TFILE NO. :21 14-0052 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) 14,937.36
.
6.
Jointly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 14,937.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,109.66
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 14,109.66
12. Net Value of Tax Return (12) 827.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 50U-00
14. Net Value of Estate Subject to Tax (14) 327.70
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) 327.70 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
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 CCR), YOU MAY BE DUE i`r\`
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.