HomeMy WebLinkAbout04-02-10NOTICE OF INHERITANCE TAX pennsy van~a ~
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~.~P OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ -~--~~ ;+
INHERITANCE TAX DIVISION ~•;'...~~.~~~Ci~~ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 , "-`-r'~ ~ ~; : ~•" "~'`~
HARRISBURG PA 17128-0601
~~`~O~PR _g A~`'Itl~ O~ DATE 04-05-2010
ESTATE OF MANN LOWELL D
~,~~ DATE OF DEATH 01-05-2009
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~ F I L E NUMBER 21 0 9- 0 0 7 7
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~ BERLAND
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ANDREW L SAYLOR
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GIBBEL ETAL APPEAL DATE: 06-04-2010
41 E ORANGE S T (See reverse side under Objections
LANCASTER PA 17602 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS-LINE--- - ~ -RETAIN LOWER PORTION FOR-YOUR-RECORDS- ~ --
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MANN LOWELL DFILE N0 .:21 09-0077 ACN: 101 DATE: 04-05-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 ~ NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 27,532.67 credit to your account,
~ ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 97,208.05
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 1 , 023, 565.67
8. Total Assets C8) 1 , 148 , 306 .39
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 2.32 8.9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 36,785.71
11. Total Deductions C11) 79, 114.61
12. Net Value of Tax Return C12) 1, 069, 191.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 069, 191.78
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 X 00 = .00
c16) 1.069.191.78 x 045 = 48,113.63
c17) . oo x 12 = . 00
c18) .00 X 15 = .00
c19)= 48, 113.63
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-06-2009 CD011073 .00 30,000.00
04-06-2009 CD011074 .00 12,750.00
09-30-2009 CD011820 .00 3,113.63
INTEREST IS CHARGED THROUGH 04-20-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 45,863.63
BALANCE OF TAX DUE 2,250.00
INTEREST AND PEN. 54.04
TOTAL DUE 2,304.04
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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