HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX S pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISr REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-06Q7, -
DATE 05-04-2015
r>' DATEESTATE
OFOF LEMADEATH 09-12- EARL M
2014
FILE NUMBER 21 14-1174
- COUNTY CUMBERLAND
LEHMAN 0JOHN` """" M ACN 101
160 BROPKWO'OD DR APPEAL DATE: 07-03-2015
CARLISLE PA 17013-1112 (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 FORYOURRECORDS _ ______________
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REV-1547 EX AFP C11-14� NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEHMAN EARL MFILE NO. :21 14-1174 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C } 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) (2) .00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 161,296.42
8. Total Assets (8) 161 ,296.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 1 ,8 35. 19
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 412.57
11. Total Deductions (11) 2,247.56
12, Net Value of Tax Return (12) 159,048.86
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 159,048.86
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) 1 9i9•n48-RA x 045 = 7,157.20
17. Amount of Line 14 at sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,157.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-11-2014 CDC20027 357.86 6,799.34
TOTAL TAX PAYMENT 7,157,20
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.