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HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �Tj11#I\ 7 DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (03-13) PO Box 286601 HARRISBURG PA 17128-0 6 01 f''L t OF �"- ( Vj s �i• 4i DATE 06-04-2013 ESTATE OF LANYI MAGDA Fit] J1 p11 _i r DATE OF DEATH 09-01-2012 f' v ! FILE NUMBER 21 12-1195 WAYNE F SHADE ESQ CLERK j,, COUNTY CUMBERLAND 53 W POMFRET ST Gf�r)HANs' Cr ACN APPEAL DATE: 08-03-2013 (1R 7' CARLISLE oAIf.�I$ 1'{ ;j3Q1)7( r A (See reverse side under Objections) Frl Amount Remittedi- ---�� MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ---- -i RETAIN LOWER PORTION FOR YOUR RECORDS E-- R-E -^---------'----- -""-- ------"'---"------------- REY-1547 EX AFP {02-13� NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: LANYI MAGDA FILE NO. :21 12-1195 ACN: 101 DATE: 06-04-2013 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) • 00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 08 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Mist. Personal Property CSchodule £) (5) 5,517.43 6, Jointly Owned Property CSchedule F) (6) 1,318.74 7. Transfers (Schedule G) (7) 932,464.26 B. Total Assets (8) 939.300.43 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 10,766.17 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- 14,883.60 11, Total Deductions (11) 25,649.77 12. Net Value of Tax Return (12) 913,650.66 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) CIS) . 00 14. Net Value of Estate Subject to Tax (14) 913,650.66 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 data. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (15) •06 X 00 = .00 16. Amount of Line* 14 taxable at lineal rate (16) 9I3.A�in.66 X 045 = 41 ,114.28 17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due 41,114.28 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 11-13-2012 CDO16774 2,052.63 39,000.00 04-04-2013 CDC17402 .00 61.71 TOTAL TAX PAYMENT 41,114.34 BALANCE OF TAX DUE .06CR INTEREST AND PEN. .00 TOTAL DUE .06CR • IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ^