HomeMy WebLinkAbout07-07-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 9�.\�° DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX E i_d
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF LYONS BEULAH M
DATE OF DEATH 11-18-2013
FILE NUMBER 21 13-1315
COUNTY CUMBERLAND
CARR ALLEN W ACN 101
141 LONGENECKER LN APPEAL DATE: 09-05-2014
MIDDLETOWN PA 17057-3060 (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 (-
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYONS BEULAH MFILE NO. :21 13-1315 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: C 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,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule L) (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) 44,074. 19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (e) 44.074. 19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,722.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,585.69
11. Total Deductions (11) 10,307.97
12. Net Value of Tax Return (12) 33,766.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2.628. 17
14. Net Value of Estate Subject to Tax (14) 31 ,138.05
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) . 00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) 27.395.81 X 1?) = 3.4287.50
18. Amount of Line 14 taxable at collateral rate (18) 3,742.24 X lgO -°' 561-3
19. Principal Tax Due _ .[,848: -5
TAX CREDITS: al r'- ('{C-3
PAYMENT RECEIPT DISCOUNT (+)
_J
DATE NUMBER NTEREST/PEN PAID (-) AMOUNT PAID
R
02-24-2014 CDO18811 .00 3,656.400
- -r7
fV
Cf)
PAYMENT MUST BE MADE BY 08-18-2014•. TOTAL TAX PAYMENT 3,656.40
BALANCE OF TAX DUE 192.44
INTEREST AND PEN. .00
TOTAL DUE 192.44
* IF PAID AFTER HATE 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. `M