HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX r1_1 pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE W DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF LYONS GEORGE R
DATE OF DEATH 05-19-2012
FILE NUMBER 21 13-1297
COUNTY CUMBERLAND
LYONS ESTHER ACH 101
66 OLIVER RD APPEAL DATE: 07-25-2014
ENOLA PA 17025-2144 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS F
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYONS GEORGE RFILE NO. :21 13-1297 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
. 00 submit the upper portion
3. Closely Hold 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/Misc. Personal Property (Schedule E) (5) 3,850 . 00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
B. Total Assets (8) 3,850.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.415.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 34,421 . 00
11. Total Deductions (11) 36,836.96
12. Net Value of Tax Return (12) 32,986.96-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subiect to Tax (14) 32,986.96-
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/orQ19 wil41
reflect figures that include the total of all returns assessed� o date. ;± rn M
ASSESSMENT OF TAX: K �
IWO u7 g0
15. Amount of Line 14 at spousal rate (15) .00 X 'D=
16. Amount of Line 14 taxable at lineal rate (16) -nn X :BJ(r =,- -'{ •`E�.�
17. Amount of Line 14 at sibling rate (17) .00 X ',12 .c0,0
18. Amount of Line 14 taxable at collateral rate (18) .00 X . -5 cry
19. Principal Tax Due ('(10=0 U1 - _0
TAX CREDITS: C7
O
PAYMENT RECEIPT DISCOUNT C+) - (V r M
AMOUNT PAID f
DATE NUMBER INTEREST/PEN PAID (-) W (n O
CL7 -n
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 MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.