HomeMy WebLinkAbout11-26-13NOTICE OF INHERITANCE TAX ~ ~ peI1I1Sy~VC~I1~a
BUREAU OF INDIVIDUAL TAXES ~RPRIAIS~MEM~y; ALLOWANCE OR DISALLOWANCE
- -OF I~EDUCTION~r'~ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -~- r
PO BOX 280601 _~" -„~ "^' REV-1547 IX AFP (09-12)
HARRISBURG PA 17128-0601 ~ ~- - "
?it n .~- ~
r, 'j ~', i ~_p
i ~~
ELYSE E ROGERS ESQ ~ti~ a .~ _ ~~,`i ;~.} ~~,~~
STE 400
635 N 12TH ST
LEMOYNE PA 17043-1247
DATE 11-20-2012
ESTATE OF LUND NELSON D
DATE OF DEATH 04-08-2012
FILE NUMBER 21 12-0855
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2013
(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 ---- -~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS f--
REV-15 _
_
47 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUND NELSON DFILE N0.:21 12-0855 ACN: 101 DATE: 11-20-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To e
2.
Stocks and Bonds (Schedule B) C2)
,0 0 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
0 0 of this form with your
C4) • tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,0 71.04
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 482, 064 .43
8. Total Assets
C8) _ 484 , 135.47
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11 0 0
12. Net Value of Tax Return )
C12) .
484, 135.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax 484
135
47
c14) ,
.
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 C15) 484, 135.47 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate C16) -~ ~ X 0 4 5 = .0 0
17. Amount of Line 14 at sibling rate C17) - 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19) = .0 0
TAX CRE DITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
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 CCR), YOU MAY BE DUE •~~;
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~t