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BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 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 10-06-2014
ESTATE OF LAY OSCAR R
DATE OF DEATH 02-26-2014
FILE NUMBER 21 14-0233
COUNTY CUMBERLAND
WEBBER JR ESQ RICHARD L ACN 101
126 E KING ST APPEAL DATE: 12-05-2014
SHIPPENSBURG PA 17257 (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
RECORDS
R-EV--15-47-E-X-A-FP-C-08--13-)--NO-T--C-E--OF---N-HE-R--TA-N-C-E-T-AX-A-P-P-R-A-I-S-E-M-E-N-T-,--A-L-L_O-W-A-N-C-E--O-R
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______________
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF. LAY OSCAR RFILE NO. :21 14-0233 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 90,078.57
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 9,482.82
8. Total Assets (8) 99,561.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,074.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 147.00
11. Total Deductions (11) 12,221 .61
12. Net Value of Tax Return (22)
c25 87„1939.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) {13} rn p. 00
14. Net Value of Estate Subject to Tax 4) C:=:' %S,
%S9.78
CO Lr)
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 1,:rIvand/or t10 ill
reflect figures that include the total of all returns asseeetl> t1-
ai daft-10- -;0
ASSESSMENT OF TAX: `' Co =}�
15. Amount of Line 14 at spousal rate (15) OQ-- 0 = C3 Tl .00
16. Amount of Line 14 taxable at lineal rate (16) R7.339.73_.}(C04�1 = - 3 .29
17. Amount of Line 14 at sibling rate (17) OO X 2 = t-' r- ryl .00
18. Amount of Line 14 taxable at collateral rate (18) 00 -115 = Ga (!1 .00
19. Principal Tax Due ;> (19)= CJ1 3,930.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT {+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-14-2014 CDO19168 173.68 3,300.00
05-27-2014 CDO19208 .00 29.88
PAYMENT MUST BE MADE BY 11-26-2014*. TOTAL TAX PAYMENT 3,503.56
BALANCE OF TAX DUE 426.73
INTEREST AND PEN. .00
TOTAL DUE 426.73
* 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. f A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EX(0100)' 'i
9
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE
1 nxnY EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN14101021
PO Box 280601
LlzizE—ou-j—
DECEDENT'S NAME FILE NUMBER
Oscar R. Lay 2114-0233
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
TE connectivity benefits 401 K plan are fully taxable with no exclusion.
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