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_ .. NOTICE OF INHERITANCE TAX pennsylvan~a ~
' APF~RAT.S~NIENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES '
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT DF TAX REV-1547 IX AFP C12-04)
PO BOX 280601
HARRISBURG PA 17128-0601
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TRICIA D NAYLl~3~'
104 S HANOVER ST
CARLISLE PA 17013
DATE 10-19-2010
ESTATE OF LYTER ETHEL W
DATE OF DEATH 11-04-2009
FILE NUMBER 21 09-1069
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE S6iUARE
CARLISLE PA 17013
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TAX
REV-1547-EX AFP C12-09~ NOTICE OF INHERITANCE ALLOWANCE
APPRAISEMENT, OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYTER ETHEL gFILE N0.:21 09-1069 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) ,Q 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 55,444.5$
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 55 , 444 .58
APPROV ED DEDUCTIONS AND EXEMPTIDNS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C4) 3,0 2 7.4 5
10. Debts/Mortgage Liabilities/Liens tSchedule I) C10) $ 0 9.3 9
11. Total Deductions C11) 3,836.84
12. Net Value of Tax Return C12) 51 , 607.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,50 0.0 0
14. Net Value of Estate Subject to Tax C14) 50, 107.74
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) _ 00 x 045 = . 00
C17) 5, 000 _ n0 x 12 = 600.00
(18) 45,107.74 X 15 = b,766.16
C19)= 7, 366. lb
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-03-2010 CD013148 .00 7,741.16
TOTAL TAX PAYMENT 7,741.16
BALANCE DF TAX DUE 375.OOCR
INTEREST AND PEN. .00
TOTAL DUE 375.000R
* 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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REV-1470 EX (Ot-10) ~
~ enns Lvania
h Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
H t R P 171 8- 1
DECEDENT'S NAME FILE NUMBER
Ethel Q Lyter 2109-1069
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J 10 Siblings are taxable at the rate of 12% for dates of death on or after 07-01-2000.
The value of the charitable bequest has been allowed. The decedent's Will contain a
specific bequest to the charities.