HomeMy WebLinkAbout02-24-12BB NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL Tax~'~`(,~~j~-~P}~~I~~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION CTION$ AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX APP (12-11)
DATE 02-13-2012
ESTATE OF LYNCH MARY L
DATE OF DEATH 12-07-2010
FILE NUMBER 21 11-0067
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-13-2012
(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-- _-_-----w--_-_
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYNCH MARY LFILE N0.:21 11-0067 ACN: 101 DATE: 02-13-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
oo submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 23,912.29
6. Jointly Owned Property (Schedule F) (6) 17, 921.53
7. Transfers (Schedule G) (7) 3,68 0.00
8. Total Assets C8) 45,513.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 26,026.52
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,901.8 9
11. Total Deductions (11) 28,928.41
12. Net Value of Tax Return (12) 16,585.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 16,585.41
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 16. 8x+.41 x 045 = 746.34
17. Amount of Line 14 at Sibling rate (17) .0~ X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 74 6.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-04-2011 CD014089 37.32 757.23
02-06-2012 REFUND .00 48.21-
TOTAL TAX PAYMENT 746.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~fC/~
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