HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION -_-- REV-1547 EX APP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-04-2014
ESTATE OF LYON ANN D
DATE OF DEATH 02-07-2013
FILE NUMBER 21 13-1073
COUNTY CUMBERLAND
ROGERS ESQ ELYSE E ACN 101
STE 400 APPEAL DATE: 10-03-2014
635 N 12TH ST (See reverse side under Objections)
LEMOYNE PA 17043-1247 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 4-REV-1547 EX AFP C08--13)---NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYON ANN DFILE NO. :21 13-1073 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) C2) .00 credit to your account,
.
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) . 00
6. Jointly Owned Property (Schedule F) (6) .0� ,
h
7. Transfers (Schedule G) (7) 180,787.8CE C C.
>,:'C_�
8. Total Assets C`8 j.y.=. 169b.787.8&'
APPROVED DEDUCTIONS AND EXEMPTIONS: I �-:'"
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 0
11. Total Deductions (11) � - 1-�OU-�
12. Net Value of Tax Return (1� 1$.g,78Y.
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 'r- .00
14. Net Value of Estate Subject to Tax (14) 180,787.80
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) 172,365.57 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 8.429-93 X 045 = 379.00
17. Amount of Line 14 at sibling rate (17) . nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 379.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-20-2014 CDO18931 .00 379. 00
07-28-2014 SBADJUST .00 4. 13
TOTAL TAX PAYMENT 379.00
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. a