HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX
rn~i ` ~-"~' T, ALLOWANCE OR DISALLOWANCE ~ pennsy vania
BUREAU OF INDIVIDUAL TAXES~~L~i'~ r'~ } ~ ~
0~'_ rJ~IONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION F''~ - ~ 1
PO BOX 280601 t~l~~..ll_;;,~ __. ":~~',,.~~~ REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601
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ROBERT G FREY Cl%~BFN'_t~i~V~ CO., PA
5 S HANOVER ST
CARLISLE PA 17013-3307
DATE 11-05-2012
ESTATE OF LYONS GERTRUDE
DATE OF DEATH 04-09-2012
FILE NUMBER 21 12-0649
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(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 ~ __
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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: LYONS GERTRUDE FILE N0.:21 12-0649 ACN: 101 DATE: 17-ns-~n»
TAX RETURN WAS: [ X) ACCEPTED AS FILED [ ) 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)
cl) .00
[2) .00
[3) . 00
[4) .00
c5) 344 , 833.0 D
c6) . DD
c7) 29,802.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
[8) 374.635.00
[9)- 0
clo) .00
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
[11) .00
[12) 374,635.00
[13) .00
c14) 374 635.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 374,635.00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) !In X 0 45 = .0 0
17. Amount of Line 14 at sibling rate (17) II (I X 12 = .00
18. Amount of Line 14 taxable at collateral rate [18) .0 0 X 15 = .0 0
19. Principal Tax Due
TAX CREDITS (19)= .0 0
:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID [-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU NAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.