HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX pennsylvania ~ ~
'`~1~PP~R'~C'IS`EF'I~N'1''~, ;'ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES f 4':~ _ ,' - -~
INHERITANCE TAX DIVISION QF ;-DED-L~C`~IIpNS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) .
PO BOX 280601 t `
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HARRISBURG PA 17128-0601
~~~ ~~~- _ ~ ~~~~ f~; ~~(,~ DATE 09-27-2010
ESTATE OF LAY NELSON H
DATE OF DEATH 04-05-2010
C~ ~R~~ 'ter FILE NUMBER 21 10 - 0387
QRrN'~'~'` ~~ u~`' ' ~' COUNTY CUMBERLAND
WILLIAM A DUNCAN ~''~ ! h~_'C~'~'y ~`~~'~` ~~' ~~ . r.
..~ ~ ~':~~ ~ , ,~ : , ._ ACN 101
1 IRVINE ROW APPEAL DATE: 11-26-2010
C A R L I S L E P A 17 013 (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 E- --
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAY NELSON HFILE N0.:21 10-0387 ACN: 101 -----------------
OR
DATE: 09-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 39, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 204,565.96
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets cs) 243,565.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.8 7 6.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,2 01.5 2
11. Total Deductions C11) 11,078.02
12. Net Value of Tax Return (12) 232,487.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 232,487.94
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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 C15) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) ?3? .487 _ 94 x 045 = 10 , 461.96
17. Amount of Line 14 at Sibling rate C17) _ 00 X 12 - . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 - .0 0
19. Principal Tax Due C19 )= 10 , 461.96
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-21-2010 CD012950 473.68 9,000.00
07-20-2010 CD013075 .00 988.56
TOTAL TAX PAYMENT 10,462.24
BALANCE OF TAX DUE .28CR
INTEREST AND PEN. .00
TOTAL DUE .28CR
* 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 OF THIS FORM FOR INSTRUCTIONS.
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