HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX _r2_T_ Pennsylvania
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��,qORDED OFFICE OF
HARRISBURG PA 1 8-0601
REGISTER OF WILLS
DATE 11-17-2014
2919 NOU 29 PM 1 12 ESTATE OF LYON WALTER A
DATE OF DEATH 06-27-2013
CL E R`� OF FILE NUMBER 21 13-0834
R 0 G E F03R P H A N S' Ciaj_�S-E E COUNTY CUMBERLAND
ACN 101
S A IRI , UVLIVAN i&-ROJJGE-R APPEAL DATE:
01-16-2015
625 NORTH 12TH STREET
(See reverse side under Objections)
LEMOYNE PA 17043 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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LYON WALTER AFILE NO. :21 13-0834 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: C 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) C2) 52,888.48, credit to your account,
00 submit the upper portion
3. Closely Held 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) 222,708.79
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 199,531.58
8. Total Assets C8) 475,128-85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 51 ,622.30
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 21 ,180.94
11. Total Deductions Cil) 72,803.24
12. Net Value of Tax Return (12) 402,325.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .0 0
14. Net Value of Estate Subject to Tax (14) 402,325.61
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) 4n2. 9;_A1 x 045 = 18,104.65
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due 18,104.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-20-2013 CDO18161 673.68 12,800.00
03-19-2014 CDO18911 .00 4,600.00
07-08-2014 CDO19398 .00 30.97
11-10-2014 SBADJUST .00 .26
TOTAL TAX PAYMENT 18,104.65
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.