HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvan�a
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REYENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP CO3-13)
PO BOX 280601
W►RRISBURG PA 17128-0601
DATE 10-07-2013
ESTATE OF LOWRY DONALD J
DATE OF DEATH 09-16-2012
FILE NUMBER 21 12-1231
CDUNTY CUMBERLAND
GARY L JAMES ESQ ACN 101
134 .SIPE AVE APPEAL DATEs 12-06-2013
HUMMELSTOWN PA 17036-9162 (See reverse side under Objections)
A�ount Re�itted �
� MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOWRY DONALD JFILE N0. :21 12-1231 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAN6ED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 6,027.03 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account,
.0 0 subwit the upper portion
3. Closely Held Stock/Partnershfp Inter�st CSchedule C) C3) of this form with your
4. Mortgayes/Notes Receivable (Schedule D) C4) •�0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) .0 0
6. Jointly Owned Property CSchedule F} �6� .0 0 � �
7. Transfers CSchedule G) ��� 1,251�77:93 � � M"'r'#
C�
8. Total Assats � �7 �g� � '" ���
APPROVED DEDUCTIDNS AND EXEMPTIONS: R�1 � C'> "� ,,,,.� i�
9. Funeral Expenses/Adm. Coxts/Mise. Expenses CSchedule H) �g� 2 1��,�;� � - � �
�
10. Debts/Mortgage Liabilities/Liens CSchedula I) t10) - �•� Q p .
11. Total Deductions � � �� � �2�365� 61
�`
12. Net Valuo of Tax Return � � �s' �'839.:.35
Q � C�) �.��•-
13. CharitablQ/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) : � (13) .-�-�•�
14. Net Valuo of Estate Subject to Tax � �14� r-ti 1,+Q'E�83�5
Q
NOTE: If an assess�ent was issued prevfously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflsct fipures that include the total of all returns assessed to date.
ASSESSM�NT,. QF TAX: '
15. Antount of Lino 14 at spousal rate C15) 1,235,839.35 .X 00 � .00
16. Amouht of Lino 14 taxable at lineal rate C16) -�� X 045 : .00
17. A�nount of Line 14 at sibling rate C17) -�0 X 12 = .00
18. Ainount of Lin� 14 taxable at collateral rate C18) .00 X 15 = '.00
19. Principal Tax Due C19�= .0 0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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 ��`�nnn
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �