HomeMy WebLinkAbout11-29-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-Ob01
MARK E HALBRUNER ESQ
1013 MUMMA RD
NOTICE OF INHERITANCE TAX
Appl~id-`~~~E'1~1~Tr--Aa,..LD1~4NCE OR DISALLOWANCE
OF~°~~B.ED,UCTI:~INS~- `AFB' ASSESSMENT OF TAX
LEMOYNE PA 17043
APPEAL DATE: 01-14-2011
(See reverse side under Objections
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 4-- __________________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYONS BENJAMIN SFILE N0.:21 09-0617 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvan~a ~~ ~ ,
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 62, 165.36
c9) 32 , 556.77
clo) 4, 056.90
C11) 36,613.67
11. Total Deductions 25,551.69
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
T
x
t t
S
b (14) 25,551.69
14. o
a
jec
u
Net Value of Estate
NOTE: If an assessment was issuedpreviouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Clb) 5 , 551.6$ X 045 = 1 , 149 .83
17, Amount of Line 14 at Sibling rate C17) .OD 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 (19)= 1 , 149. $3
.
rex rQ~nrrc~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-30-2010 CD013282 .00 1,149.83
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-31-2010
cl) .00
c2) .00
c3) .00
c4) .00
c5) 62, 165.36
cb) .00
c7) .00
DATE 11-15-2010
~~`~ ~``~~/ ~9 '~' ~' LYONS BENJAMIN S
~' ~-' ~'t: ESTATE OF
DATE OF DEATH 04-28-2009
~~ F~' ~ ~~ FILE NUMBER 21 09-0617
~'~N'~'• ~f `^~ ~~'1~! ~~?~' COUNTY CUMBERLAND
C~~'s~~~ ~ ~~ ~ ~~:,~~ ACN 101
TOTAL TAX PAYMENT 1,149.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. 27.07
TOTAL DUE 27.07
* 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.
.`~~