HomeMy WebLinkAbout09-14-11NOTICE OF INHERITANCE TAX
AP,P ISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES '~~~ DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION \~` ~, ~ , ~~ ~ i1 f
PO BOX 260601 [ ~ ~.~ ~l ',, E,4C
HARRISBURG PA 17128-0601~~ -
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
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ADAM R SCHEL (~~~ ~n P~,
79 ST PAUL ` , ~ ~ ~~
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CHAMBERSBUR~ PA 17201
ESTATE OF LYBRAND (LAIR L
DATE OF DEATH 04-10-2010
FILE NUMBER 21 10-0569
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-04-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
THIS LINE -~ RETAIN LOWER PORTION FOR
CUT ALON6 YOUR RECORDS F-' _ _______________
_
REV-1547 EX AFP C12-lO~
R
R
N ASSES SMENTAOFOTAXCE OR
DEDUCTIONS AND
OF
DISALLOWANCE
(LAIR LFILE N0.:21 10-0569 ACN: 101 DATE: 09-05-2011
ESTATE OF: LYBRAND
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
124,500.00
NOTE: To ensure proper
1. Real Estate (Schedule A) C1) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
00 submit the upper portion
Closely Held Stock/Partnership Interest (Schedule C)
3 (3) . of this form with your
. (4) .00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 13,775.00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ,00
6. Jointly Owned Property (Schedule F) (6)
.00
7. Transfers (Schedule G)
(7)
00
275
138
(B) .
,
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
1.304.79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) ,00
/M t a e Liabilities/Liens (Schedule I) C10)
L0. Debts or g g
1,304.79
(LI)
11. Total Deductions (12) 136,970.21
12. Net Value of Taz Return
J) (13) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule 970.21
13 6
14. Net Value of Estate Subjeet to Tax
(14) _
,
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
NOTE:
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX: 136,970.21 X 00 = .00
15. Amount of Line 14 at Spousal rate C15)
OO
x 045 =
.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _
= 00
(17) _ no x 12 ,
17. Amount of Line 14 at Sibling rate
15 = .00
s B rate C18)
l/Cl .00 x
as
18. Amount of Line 14 taxable at Collatera (19)= .00
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
00
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDORM FOR)INSOTRUCTIONS,DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THLS F